Eric H Spellman Dds Keogh Profit Sharing Plan Op — Form 5500 plan (Eric H Spellman)

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, Eric H Spellman Dds Keogh Profit Sharing Plan Op is a benefit plan reported by Eric H Spellman under EIN 13-3319495 and plan number 009. The latest loaded filing year is 2023. The filing reports 1 participants and $2,433,432 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eric H Spellman
EIN
13-3319495
Plan number
009
Plan type
2
Location
Larchmont, NY
Latest filing year
2023
Participants
1
End-of-year plan assets
$2,433,432

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231I20240729145406NAL0018969073001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$2,433,432
Net assets (EOY)
$2,433,432
Net assets (BOY)
$2,202,149

Income & contributions

Employer contributions
$56,995
Total income / additions
$231,283

Expenses & distributions

Net increase / (decrease)
$231,283

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages