Wunderlich & Chang, Dds, Pc 401(K) Profit Sharing Plan — Form 5500 plan (Wunderlich & Chang, 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, Wunderlich & Chang, Dds, Pc 401(K) Profit Sharing Plan is a benefit plan reported by Wunderlich & Chang, Dds, Pc under EIN 38-3431913 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $2,458,892 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wunderlich & Chang, Dds, Pc
- EIN
- 38-3431913
- Plan number
- 001
- Plan type
- 2
- Location
- Canton, MI
- Latest filing year
- 2023
- Participants
- 8
- End-of-year plan assets
- $2,458,892
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20240816075507NAL0024176992001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,458,892
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,458,892
- Net assets (BOY)
- $2,141,049
Income & contributions
- Employer contributions
- $81,856
- Participant contributions
- $68,265
- Total income / additions
- $524,688
Expenses & distributions
- Benefits paid
- $206,795
- Administrative expenses
- $50
- Total expenses
- $206,845
- Net increase / (decrease)
- $317,843
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.