2023 Form 5500 filing — Paul Mayberry, D.D.S. Profit Sharing Plan & Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015112233NAL0029387809001) for Paul Mayberry, D.D.S. Profit Sharing Plan & Trust, reported by Paul Mayberry, D.D.S. under EIN 77-0039952 and plan number 001. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241015112233NAL0029387809001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Paul Mayberry, D.D.S.
- EIN
- 77-0039952
- Plan number
- 001
- Location
- Ridgecrest, CA
- Participants
- 6
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,793,655
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,793,655
- Employer contributions
- $43,350
- Participant contributions
- $0
- Total income / additions
- -$161,635
- Benefits paid
- $481,065
- Administrative expenses
- $6,919
- Total expenses
- $487,984
- Net increase / (decrease)
- -$649,619
- Schedule source
- Schedule I