Mitchell A. Lomke, D.D.S. Keogh Profit Sharing Plan — Form 5500 plan (Mitchell A. Lomke, 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, Mitchell A. Lomke, D.D.S. Keogh Profit Sharing Plan is a benefit plan reported by Mitchell A. Lomke, D.D.S. under EIN 52-1290497 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $1,817,599 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mitchell A. Lomke, D.D.S.
EIN
52-1290497
Plan number
001
Plan type
2
Location
Olney, MD
Latest filing year
2023
Participants
6
End-of-year plan assets
$1,817,599

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236I20241014222820NAL0027265633002

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$1,817,599
Total liabilities (EOY)
$3,799
Net assets (EOY)
$1,813,800
Net assets (BOY)
$1,405,363

Income & contributions

Employer contributions
$53,965
Participant contributions
$74,875
Total income / additions
$408,442

Expenses & distributions

Administrative expenses
$5
Total expenses
$5
Net increase / (decrease)
$408,437

Service provider compensation (Schedule C)

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

Related Form 5500 pages