Elizabeth Merkler, D.M.D. Profit Sharing Plan — Form 5500 plan (Elizabeth Merkler, D.M.D.)
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, Elizabeth Merkler, D.M.D. Profit Sharing Plan is a benefit plan reported by Elizabeth Merkler, D.M.D. under EIN 14-6400972 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $1,703,058 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Elizabeth Merkler, D.M.D.
- EIN
- 14-6400972
- Plan number
- 001
- Plan type
- 2
- Location
- Manasquan, NJ
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $1,703,058
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20240926094807NAL0000975842001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,703,058
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,703,058
- Net assets (BOY)
- $1,339,694
Income & contributions
- Employer contributions
- $28,666
- Participant contributions
- $0
- Total income / additions
- $400,261
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $36,897
- Total expenses
- $36,897
- Net increase / (decrease)
- $363,364
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.