Aaron Elkowitz, Dmd, P.C. 401k Plan — Form 5500 plan (Aaron Elkowitz, Dmd, P.C.)
Plain-English plan 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, Aaron Elkowitz, Dmd, P.C. 401k Plan is a benefit plan reported by Aaron Elkowitz, Dmd, P.C. under EIN 02-0699134 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $1,130,679 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aaron Elkowitz, Dmd, P.C.
- EIN
- 02-0699134
- Plan number
- 001
- Plan type
- 2
- Location
- Manhasset, NY
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $1,130,679
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20240129084114NAL0012024627001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,130,679
- Net assets (EOY)
- $1,130,679
- Net assets (BOY)
- $949,065
Income & contributions
- Employer contributions
- $7,057
- Participant contributions
- $24,508
- Total income / additions
- $210,386
Expenses & distributions
- Benefits paid
- $28,772
- Total expenses
- $28,772
- Net increase / (decrease)
- $181,614
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.