Nick Camarata, Dds 401k Plan — Form 5500 plan (Dr. Jim R. Mccrary 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, Nick Camarata, Dds 401k Plan is a benefit plan reported by Dr. Jim R. Mccrary Dds, Pc under EIN 46-1572877 and plan number 001. The latest loaded filing year is 2023. The filing reports 9 participants and $585,842 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$585.8KPlan net assets, end of year$585,842
Participants9Covered participants reported
Assets / participant$65.1KComputed: assets ÷ participants$65,094 (computed)
Provider compensationNone reported
Plan sponsor
Dr. Jim R. Mccrary Dds, Pc
EIN
46-1572877
Plan number
001
Plan type
2
Location
Tomball, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20239I20240809143006NAL0006493617001
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)$585.8K total assets
Net assets$585.8KLiabilities$0
Money in vs. money out
Total income / additions$125.6K
Total expenses$163.9K
Benefits paid / distributions$163.8K
Contributions
Employer$3.2K
Participant$11.5K
Full reported line items

Net assets

Total assets (EOY)
$585,842
Total liabilities (EOY)
$0
Net assets (EOY)
$585,842
Net assets (BOY)
$624,148

Income & contributions

Employer contributions
$3,206
Participant contributions
$11,532
Total income / additions
$125,634

Expenses & distributions

Benefits paid
$163,827
Administrative expenses
$113
Total expenses
$163,940
Net increase / (decrease)
-$38,306
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 22%Participant 78%
Total expenses ÷ net assets28%Computed ratio
Benefits paid ÷ total income130%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages