Magnolia City Dental 401k — Form 5500 plan (Casey A. Roberts, 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, Magnolia City Dental 401k is a benefit plan reported by Casey A. Roberts, Dds, Pc under EIN 20-8799276 and plan number 001. The latest loaded filing year is 2023. The filing reports 10 participants and $413,508 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Casey A. Roberts, Dds, Pc
- EIN
- 20-8799276
- Plan number
- 001
- Plan type
- 2
- Location
- Durant, OK
- Latest filing year
- 2023
- Participants
- 10
- End-of-year plan assets
- $413,508
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10 | I | 20240729172156NAL0041815890001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $413,508
- Net assets (EOY)
- $413,508
- Net assets (BOY)
- $313,159
Income & contributions
- Employer contributions
- $16,456
- Participant contributions
- $53,711
- Total income / additions
- $104,649
Expenses & distributions
- Benefits paid
- $181
- Administrative expenses
- $4,119
- Total expenses
- $4,300
- Net increase / (decrease)
- $100,349
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.