Westside Family Dental Retirement Plan & Trust — Form 5500 plan (Brandon E. Beaver, Dds, Pc Dba)
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, Westside Family Dental Retirement Plan & Trust is a benefit plan reported by Brandon E. Beaver, Dds, Pc Dba under EIN 61-1436277 and plan number 002. The latest loaded filing year is 2023. The filing reports 19 participants and $1,753,289 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brandon E. Beaver, Dds, Pc Dba
- EIN
- 61-1436277
- Plan number
- 002
- Plan type
- 2
- Location
- Durant, OK
- Latest filing year
- 2023
- Participants
- 19
- End-of-year plan assets
- $1,753,289
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19 | I | 20241009120314NAL0031096640005 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,753,289
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,753,289
- Net assets (BOY)
- $1,463,030
Income & contributions
- Employer contributions
- $29,951
- Participant contributions
- $55,188
- Total income / additions
- $306,023
Expenses & distributions
- Benefits paid
- $3,521
- Administrative expenses
- $12,243
- Total expenses
- $15,764
- Net increase / (decrease)
- $290,259
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.