Bruce Kempken, D.D.S. 401(K) Profit Sharing Plan — Form 5500 plan (Bruce Kempken, D.D.S.)
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, Bruce Kempken, D.D.S. 401(K) Profit Sharing Plan is a benefit plan reported by Bruce Kempken, D.D.S. under EIN 39-1449192 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $505,527 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bruce Kempken, D.D.S.
- EIN
- 39-1449192
- Plan number
- 001
- Plan type
- 2
- Location
- Twin Lakes, WI
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $505,527
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240506101200NAL0040569120001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $505,527
- Net assets (EOY)
- $505,527
- Net assets (BOY)
- $463,381
Income & contributions
- Employer contributions
- $5,950
- Participant contributions
- $12,265
- Total income / additions
- $46,604
Expenses & distributions
- Total expenses
- $4,458
- Net increase / (decrease)
- $42,146
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.