Perry C Uhazie Dds 401(K) Profit Sharing Plan & Tr — Form 5500 plan (Perry C Uhazie 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, Perry C Uhazie Dds 401(K) Profit Sharing Plan & Tr is a benefit plan reported by Perry C Uhazie Dds under EIN 38-2870950 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $1,646,301 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Perry C Uhazie Dds
EIN
38-2870950
Plan number
001
Plan type
2
Location
Escanaba, MI
Latest filing year
2023
Participants
4
End-of-year plan assets
$1,646,301

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234I20240802133006NAL0014238771001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$1,646,301
Net assets (EOY)
$1,646,301
Net assets (BOY)
$1,396,338

Income & contributions

Employer contributions
$49,174
Participant contributions
$33,746
Total income / additions
$265,012

Expenses & distributions

Benefits paid
$3,890
Administrative expenses
$11,159
Total expenses
$15,049
Net increase / (decrease)
$249,963

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages