Gene W. Grace, D.D.S., P.A. Employees' Profit Sharing Plan And Trust — Form 5500 plan (Gene W. Grace, D.D.S., P.A.)
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, Gene W. Grace, D.D.S., P.A. Employees' Profit Sharing Plan And Trust is a benefit plan reported by Gene W. Grace, D.D.S., P.A. under EIN 57-0832242 and plan number 002. The latest loaded filing year is 2023. The filing reports 13 participants and $4,723,820 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gene W. Grace, D.D.S., P.A.
- EIN
- 57-0832242
- Plan number
- 002
- Plan type
- 2
- Location
- Beaufort, SC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13 | I | 20241114101105NAL0011203251001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $4,723,820
- Total liabilities (EOY)
- $743
- Net assets (EOY)
- $4,723,077
- Net assets (BOY)
- $3,786,393
Income & contributions
- Employer contributions
- $81,144
- Participant contributions
- $55,891
- Total income / additions
- $1,073,749
Expenses & distributions
- Benefits paid
- $137,055
- Administrative expenses
- $0
- Total expenses
- $137,065
- Net increase / (decrease)
- $936,684
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.