Carmen A Gatta Dmd Pc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Carmen A Gatta Dmd 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, Carmen A Gatta Dmd Pc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Carmen A Gatta Dmd Pc under EIN 20-3668844 and plan number 001. The latest loaded filing year is 2023. The filing reports 9 participants and $1,713,070 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carmen A Gatta Dmd Pc
- EIN
- 20-3668844
- Plan number
- 001
- Plan type
- 2
- Location
- Suffern, NY
- Latest filing year
- 2023
- Participants
- 9
- End-of-year plan assets
- $1,713,070
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9 | I | 20240725125235NAL0022443840001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,713,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,713,070
- Net assets (BOY)
- $1,395,283
Income & contributions
- Employer contributions
- $87,733
- Participant contributions
- $59,176
- Total income / additions
- $332,777
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $14,990
- Total expenses
- $14,990
- Net increase / (decrease)
- $317,787
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.