Robert C. Masi, D.D.S., P.C. Employees' 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Robert C. Masi, D.D.S., P.C.)

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 C. Masi, D.D.S., P.C. Employees' 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Robert C. Masi, D.D.S., P.C. under EIN 38-3375928 and plan number 001. The latest loaded filing year is 2023. The filing reports 9 participants and $1,289,023 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.3MPlan net assets, end of year$1,289,023
Participants9Covered participants reported
Assets / participant$143.2KComputed: assets ÷ participants$143,225 (computed)
Provider compensationNone reported
Plan sponsor
Robert C. Masi, D.D.S., P.C.
EIN
38-3375928
Plan number
001
Plan type
2
Location
Grosse Pointe Woods, MI
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    9 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.3M total assets
Net assets$1.3MLiabilities
Money in vs. money out
Total income / additions$223K
Total expenses$13.2K
Benefits paid / distributions$778
Contributions
Employer$30.5K
Participant$33.2K
Full reported line items

Net assets

Total assets (EOY)
$1,289,023
Net assets (EOY)
$1,289,023
Net assets (BOY)
$1,079,192

Income & contributions

Employer contributions
$30,483
Participant contributions
$33,173
Total income / additions
$223,002

Expenses & distributions

Benefits paid
$778
Administrative expenses
$0
Total expenses
$13,171
Net increase / (decrease)
$209,831
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 48%Participant 52%
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

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

Related Form 5500 pages