Samuel V Rowe, D.M.D., P.A. Pension Trust — Form 5500 plan (Samuel V Rowe Dmd Pa)
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, Samuel V Rowe, D.M.D., P.A. Pension Trust is a benefit plan reported by Samuel V Rowe Dmd Pa under EIN 59-2163423 and plan number 003. The latest loaded filing year is 2023. The filing reports 4 participants and $664,904 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Samuel V Rowe Dmd Pa
- EIN
- 59-2163423
- Plan number
- 003
- Plan type
- 2
- Location
- Fort Pierce, FL
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $664,904
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240625081515NAL0014742146001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $664,904
- Net assets (EOY)
- $664,904
- Net assets (BOY)
- $610,067
Income & contributions
- Employer contributions
- $24,000
- Total income / additions
- $54,837
Expenses & distributions
- Net increase / (decrease)
- $54,837
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.