David Travis, Dds, Pc Safe Harbor 401(K) Plan — Form 5500 plan (David Travis, D.D.S., P.C.)
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, David Travis, Dds, Pc Safe Harbor 401(K) Plan is a benefit plan reported by David Travis, D.D.S., P.C. under EIN 62-1116085 and plan number 002. The latest loaded filing year is 2023. The filing reports 14 participants and $648,021 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- David Travis, D.D.S., P.C.
- EIN
- 62-1116085
- Plan number
- 002
- Plan type
- 2
- Location
- Paris, TN
- Latest filing year
- 2023
- Participants
- 14
- End-of-year plan assets
- $648,021
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14 | I | 20240301090007NAL0008892339002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $648,021
- Net assets (EOY)
- $648,021
- Net assets (BOY)
- $307,888
Income & contributions
- Employer contributions
- $224,042
- Participant contributions
- $17,227
- Total income / additions
- $344,489
Expenses & distributions
- Benefits paid
- $4,356
- Total expenses
- $4,356
- Net increase / (decrease)
- $340,133
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.