Donald J Pfotenhauer Dds Pc Employees' 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Donald J Pfotenhauer 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, Donald J Pfotenhauer Dds Pc Employees' 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Donald J Pfotenhauer Dds Pc under EIN 38-2147038 and plan number 002. The latest loaded filing year is 2023. The filing reports 4 participants and $1,429,043 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Donald J Pfotenhauer Dds Pc
- EIN
- 38-2147038
- Plan number
- 002
- Plan type
- 2
- Location
- Escanaba, MI
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $1,429,043
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240726170009NAL0016436305001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,429,043
- Net assets (EOY)
- $1,429,043
- Net assets (BOY)
- $1,314,133
Income & contributions
- Employer contributions
- $17,450
- Participant contributions
- $12,460
- Total income / additions
- $187,041
Expenses & distributions
- Benefits paid
- $66,000
- Total expenses
- $72,131
- Net increase / (decrease)
- $114,910
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.