Charles C Wall Dds Pc 401(K) Profit Sharing Plan — Form 5500 plan (Charles C Wall Dds Pc)
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, Charles C Wall Dds Pc 401(K) Profit Sharing Plan is a benefit plan reported by Charles C Wall Dds Pc under EIN 20-0454648 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $2,592,810 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Charles C Wall Dds Pc
- EIN
- 20-0454648
- Plan number
- 001
- Plan type
- 2
- Location
- Holladay, UT
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $2,592,810
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240523180008NAL0003035971001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,592,810
- Net assets (EOY)
- $2,592,810
- Net assets (BOY)
- $1,885,575
Income & contributions
- Employer contributions
- $57,850
- Participant contributions
- $45,000
- Total income / additions
- $707,235
Expenses & distributions
- Net increase / (decrease)
- $707,235
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.