2023 Form 5500 filing — James R. Willcox, Dmd, Pc Profit Sharing And 401(K) Plan
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 20250213172629NAL0022607889001) for James R. Willcox, Dmd, Pc Profit Sharing And 401(K) Plan, reported by James R. Willcox, D.M.D., P.C An Oregon Professional Corporation. under EIN 93-0638900 and plan number 001. It reports 9 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250213172629NAL0022607889001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- James R. Willcox, D.M.D., P.C An Oregon Professional Corporation.
- EIN
- 93-0638900
- Plan number
- 001
- Location
- The Dalles, OR
- Participants
- 9
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,331,833
- Net assets (EOY)
- $6,331,833
- Employer contributions
- $6,510
- Participant contributions
- $40,301
- Total income / additions
- $102,587
- Benefits paid
- $440,000
- Total expenses
- $440,000
- Net increase / (decrease)
- -$337,413
- Schedule source
- Schedule I