Robert L Tremblay,Dds Self Employed 401k Retirement Plan — Form 5500 plan (Robert L Tremblay, Dds)
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, Robert L Tremblay,Dds Self Employed 401k Retirement Plan is a benefit plan reported by Robert L Tremblay, Dds under EIN 38-2616717 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $282,222 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Robert L Tremblay, Dds
- EIN
- 38-2616717
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, MI
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $282,222
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20241015090011NAL0055281538009 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $282,222
- Net assets (EOY)
- $282,222
- Net assets (BOY)
- $308,482
Income & contributions
- Participant contributions
- $25,000
- Total income / additions
- $71,214
Expenses & distributions
- Benefits paid
- $97,391
- Administrative expenses
- $83
- Total expenses
- $97,474
- Net increase / (decrease)
- -$26,260
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.