Jb Benton Dds 401(K) Profit Sharing Plan — Form 5500 plan (John B Benton Jr Dds Pc)

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, Jb Benton Dds 401(K) Profit Sharing Plan is a benefit plan reported by John B Benton Jr Dds Pc under EIN 63-0952374 and plan number 001. The latest loaded filing year is 2023. The filing reports 28 participants and $3,918,246 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.9MPlan net assets, end of year$3,918,246
Participants28Covered participants reported
Assets / participant$139.9KComputed: assets ÷ participants$139,937 (computed)
Provider compensationNone reported
Plan sponsor
John B Benton Jr Dds Pc
EIN
63-0952374
Plan number
001
Plan type
2
Location
Anniston, AL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202328I20240828135625NAL0026255794002
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.9M total assets
Net assets$3.9MLiabilities
Money in vs. money out
Total income / additions$652.5K
Total expenses$19.4K
Benefits paid / distributions$711
Contributions
Employer$101.1K
Participant$120.6K
Full reported line items

Net assets

Total assets (EOY)
$3,918,246
Net assets (EOY)
$3,918,246
Net assets (BOY)
$3,285,121

Income & contributions

Employer contributions
$101,072
Participant contributions
$120,559
Total income / additions
$652,544

Expenses & distributions

Benefits paid
$711
Administrative expenses
$18,708
Total expenses
$19,419
Net increase / (decrease)
$633,125
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 46%Participant 54%
Total expenses ÷ net assets0%Computed ratio
Benefits paid ÷ total income0%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages