Dick B. Davenport, D.D.S. Retirement Plan — Form 5500 plan (Dick B. Davenport, D.D.S. And Associates)
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, Dick B. Davenport, D.D.S. Retirement Plan is a benefit plan reported by Dick B. Davenport, D.D.S. And Associates under EIN 74-2713118 and plan number 001. The latest loaded filing year is 2023. The filing reports 24 participants and $4,233,957 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dick B. Davenport, D.D.S. And Associates
- EIN
- 74-2713118
- Plan number
- 001
- Plan type
- 2
- Location
- Laredo, TX
- Latest filing year
- 2023
- Participants
- 24
- End-of-year plan assets
- $4,233,957
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 24 | I | 20240507101851NAL0014024899001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,233,957
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,233,957
- Net assets (BOY)
- $3,794,335
Income & contributions
- Employer contributions
- $43,083
- Participant contributions
- $142,461
- Total income / additions
- $625,359
Expenses & distributions
- Benefits paid
- $170,451
- Administrative expenses
- $15,286
- Total expenses
- $185,737
- Net increase / (decrease)
- $439,622
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.