Daniel E. Mertz, D.D.S., Inc. Profit Sharing Plan — Form 5500 plan (Daniel E. Mertz, D.D.S., A Professional Corporation)
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, Daniel E. Mertz, D.D.S., Inc. Profit Sharing Plan is a benefit plan reported by Daniel E. Mertz, D.D.S., A Professional Corporation under EIN 47-3283164 and plan number 002. The latest loaded filing year is 2023. The filing reports 2 participants and $622,176 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Daniel E. Mertz, D.D.S., A Professional Corporation
- EIN
- 47-3283164
- Plan number
- 002
- Plan type
- 2
- Location
- College Place, WA
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $622,176
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240304131428NAL0023167665001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $622,176
- Net assets (EOY)
- $622,176
- Net assets (BOY)
- $563,477
Income & contributions
- Employer contributions
- $0
- Total income / additions
- $58,699
Expenses & distributions
- Benefits paid
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $58,699
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.