Charles Patrick Henry D.D.S. Fidelity Money Purchase Plan — Form 5500 plan (Charles Patrick Henry)
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, Charles Patrick Henry D.D.S. Fidelity Money Purchase Plan is a benefit plan reported by Charles Patrick Henry under EIN 42-1166166 and plan number 003. The latest loaded filing year is 2023. The filing reports 2 participants and $156,357 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Charles Patrick Henry
- EIN
- 42-1166166
- Plan number
- 003
- Plan type
- 2
- Location
- Ossian, IA
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $156,357
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240730104411NAL0033974016001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $156,357
- Net assets (EOY)
- $156,357
- Net assets (BOY)
- $144,465
Income & contributions
- Employer contributions
- $4,800
- Total income / additions
- $11,892
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $11,892
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.