David T. Van Zant, Dds, Inc. 401(K) Plan — Form 5500 plan (David T. Van Zant, Dds, Inc.)
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, David T. Van Zant, Dds, Inc. 401(K) Plan is a benefit plan reported by David T. Van Zant, Dds, Inc. under EIN 31-1784040 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $2,288,551 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- David T. Van Zant, Dds, Inc.
- EIN
- 31-1784040
- Plan number
- 001
- Plan type
- 2
- Location
- Wilmington, OH
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $2,288,551
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20240506095228NAL0028532592001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,288,551
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,288,551
- Net assets (BOY)
- $2,039,896
Income & contributions
- Employer contributions
- $60,902
- Participant contributions
- $60,507
- Total income / additions
- $429,212
Expenses & distributions
- Benefits paid
- $172,059
- Administrative expenses
- $8,498
- Total expenses
- $180,557
- Net increase / (decrease)
- $248,655
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.