Gregory J. & Cynthia P. Jaun, Dds, Inc. 401k Profit Sharing Plan — Form 5500 plan (Gregory J. & Cynthia P. Jaun, Dds, Inc. 401k Profit Sharing Plan)
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, Gregory J. & Cynthia P. Jaun, Dds, Inc. 401k Profit Sharing Plan is a benefit plan reported by Gregory J. & Cynthia P. Jaun, Dds, Inc. 401k Profit Sharing Plan under EIN 30-0117933 and plan number 001. The latest loaded filing year is 2023. The filing reports 10 participants and $1,744,770 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gregory J. & Cynthia P. Jaun, Dds, Inc. 401k Profit Sharing Plan
- EIN
- 30-0117933
- Plan number
- 001
- Plan type
- 2
- Location
- Montgomery, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10 | I | 20240724123049NAL0007430611002 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $1,744,770
- Total liabilities (EOY)
- $29,183
- Net assets (EOY)
- $1,715,587
- Net assets (BOY)
- $1,487,599
Income & contributions
- Employer contributions
- $22,091
- Participant contributions
- $70,740
- Total income / additions
- $260,671
Expenses & distributions
- Benefits paid
- $32,683
- Total expenses
- $32,683
- Net increase / (decrease)
- $227,988
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.