Robert & Dawn Lagone Dpm Pc 401k Profit Sharing Plan — Form 5500 plan (Robert & Dawn Lagone Dpm 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, Robert & Dawn Lagone Dpm Pc 401k Profit Sharing Plan is a benefit plan reported by Robert & Dawn Lagone Dpm Pc under EIN 20-5485960 and plan number 001. The latest loaded filing year is 2023. The filing reports 10 participants and $2,380,444 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Robert & Dawn Lagone Dpm Pc
- EIN
- 20-5485960
- Plan number
- 001
- Plan type
- 2
- Location
- Muscatine, IA
- Latest filing year
- 2023
- Participants
- 10
- End-of-year plan assets
- $2,380,444
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10 | I | 20241120154457NAL0003748721001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,380,444
- Net assets (EOY)
- $2,380,444
- Net assets (BOY)
- $2,253,682
Income & contributions
- Employer contributions
- $7,434
- Total income / additions
- $241,382
Expenses & distributions
- Benefits paid
- $114,620
- Total expenses
- $114,620
- Net increase / (decrease)
- $126,762
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.