Michelle Dumiller Carlton, Dds, Apdc Profit Sharing 401(K) Plan — Form 5500 plan (Michelle Dumiller Carlton, Dds, A Professional Dental Corporation)
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, Michelle Dumiller Carlton, Dds, Apdc Profit Sharing 401(K) Plan is a benefit plan reported by Michelle Dumiller Carlton, Dds, A Professional Dental Corporation under EIN 20-1098041 and plan number 001. The latest loaded filing year is 2023. The filing reports 9 participants and $1,438,854 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Michelle Dumiller Carlton, Dds, A Professional Dental Corporation
- EIN
- 20-1098041
- Plan number
- 001
- Plan type
- 2
- Location
- Denham Springs, LA
- Latest filing year
- 2023
- Participants
- 9
- End-of-year plan assets
- $1,438,854
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9 | I | 20240507092848NAL0024458995002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,438,854
- Net assets (EOY)
- $1,438,854
- Net assets (BOY)
- $1,215,284
Income & contributions
- Employer contributions
- $20,109
- Participant contributions
- $53,954
- Total income / additions
- $241,859
Expenses & distributions
- Benefits paid
- $7,869
- Administrative expenses
- $10,420
- Total expenses
- $18,289
- Net increase / (decrease)
- $223,570
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.