R Mark Mathias Dds Pa 401(K) Profit Sharing Plan & Trust — Form 5500 plan (R Mark Mathias Dds 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, R Mark Mathias Dds Pa 401(K) Profit Sharing Plan & Trust is a benefit plan reported by R Mark Mathias Dds Pa under EIN 59-3728148 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $726,362 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- R Mark Mathias Dds Pa
- EIN
- 59-3728148
- Plan number
- 001
- Plan type
- 2
- Location
- Deland, FL
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $726,362
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20240521070330NAL0002345649001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $726,362
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $726,362
- Net assets (BOY)
- $594,256
Income & contributions
- Employer contributions
- $13,357
- Participant contributions
- $30,710
- Total income / additions
- $140,198
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $8,092
- Total expenses
- $8,092
- Net increase / (decrease)
- $132,106
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.