Charles Bruce, Dds Ltd Employees Profit Sharing Plan And Trust — Form 5500 plan (Charles Bruce, D.D.S., Ltd.)
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, Charles Bruce, Dds Ltd Employees Profit Sharing Plan And Trust is a benefit plan reported by Charles Bruce, D.D.S., Ltd. under EIN 71-0453603 and plan number 002. The latest loaded filing year is 2023. The filing reports 3 participants and $4,586,259 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Charles Bruce, D.D.S., Ltd.
- EIN
- 71-0453603
- Plan number
- 002
- Plan type
- 2
- Location
- Texarkana, TX
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $4,586,259
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20250314143037NAL0044688146001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,586,259
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,586,259
- Net assets (BOY)
- $4,706,561
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $387,509
Expenses & distributions
- Benefits paid
- $452,340
- Administrative expenses
- $55,471
- Total expenses
- $507,811
- Net increase / (decrease)
- -$120,302
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.