Richard Lee Dmd Pc Profit Sharing Plan — Form 5500 plan (Richard Lee 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, Richard Lee Dmd Pc Profit Sharing Plan is a benefit plan reported by Richard Lee Dmd Pc under EIN 24-4164533 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $205,066 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$205.1KPlan net assets, end of year$205,066
Participants7Covered participants reported
Assets / participant$29.3KComputed: assets ÷ participants$29,295 (computed)
Provider compensationNone reported
Plan sponsor
Richard Lee Dmd Pc
EIN
24-4164533
Plan number
001
Plan type
2
Location
Lansdowne, VA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237I20240912133006NAL0008598721002
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$205.1K total assets
Net assets$205.1KLiabilities
Money in vs. money out
Total income / additions$82.6K
Total expenses$13.8K
Benefits paid / distributions$11.9K
Contributions
Employer$32.6K
Participant$32.7K
Full reported line items

Net assets

Total assets (EOY)
$205,066
Net assets (EOY)
$205,066
Net assets (BOY)
$136,218

Income & contributions

Employer contributions
$32,604
Participant contributions
$32,658
Total income / additions
$82,624

Expenses & distributions

Benefits paid
$11,939
Total expenses
$13,776
Net increase / (decrease)
$68,848
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 50%Participant 50%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income14%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages