David T. Palmer Profit Sharing Plan — Form 5500 plan (David T. Palmer, Dds)
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 T. Palmer Profit Sharing Plan is a benefit plan reported by David T. Palmer, Dds under EIN 75-2208407 and plan number 002. The latest loaded filing year is 2023. The filing reports 2 participants and $271,395 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- David T. Palmer, Dds
- EIN
- 75-2208407
- Plan number
- 002
- Plan type
- 2
- Location
- Lufkin, TX
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $271,395
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240619104423NAL0002382803005 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $271,395
- Net assets (EOY)
- $271,395
- Net assets (BOY)
- $203,207
Income & contributions
- Total income / additions
- $68,238
Expenses & distributions
- Administrative expenses
- $50
- Total expenses
- $50
- Net increase / (decrease)
- $68,188
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.