Kurt Stormberg, D.D.S., M.S., Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Kurt Stormberg, D.D.S., M.S., 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, Kurt Stormberg, D.D.S., M.S., Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Kurt Stormberg, D.D.S., M.S., Inc. under EIN 33-0873983 and plan number 001. The latest loaded filing year is 2023. The filing reports 20 participants and $4,421,313 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kurt Stormberg, D.D.S., M.S., Inc.
- EIN
- 33-0873983
- Plan number
- 001
- Plan type
- 2
- Location
- La Mesa, CA
- Latest filing year
- 2023
- Participants
- 20
- End-of-year plan assets
- $4,421,313
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20 | I | 20240612180450NAL0052835936001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,421,313
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,421,313
- Net assets (BOY)
- $3,130,949
Income & contributions
- Employer contributions
- $27,041
- Participant contributions
- $7,000
- Total income / additions
- $3,252,881
Expenses & distributions
- Benefits paid
- $1,926,592
- Administrative expenses
- $35,925
- Total expenses
- $1,962,517
- Net increase / (decrease)
- $1,290,364
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.