Regina L. Lewis, D.D.S., Inc. 401(K) Plan — Form 5500 plan (Regina L. Lewis, D.D.S., Inc.)

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, Regina L. Lewis, D.D.S., Inc. 401(K) Plan is a benefit plan reported by Regina L. Lewis, D.D.S., Inc. under EIN 76-0331253 and plan number 001. The latest loaded filing year is 2023. The filing reports 17 participants and $1,281,534 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Regina L. Lewis, D.D.S., Inc.
EIN
76-0331253
Plan number
001
Plan type
2
Location
Cypress, TX
Latest filing year
2023
Participants
17
End-of-year plan assets
$1,281,534

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202317I20240728230317NAL0018964193001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$1,281,534
Total liabilities (EOY)
$0
Net assets (EOY)
$1,281,534
Net assets (BOY)
$1,716,249

Income & contributions

Employer contributions
$4,284
Participant contributions
$0
Total income / additions
$241,996

Expenses & distributions

Benefits paid
$671,523
Administrative expenses
$5,188
Total expenses
$676,711
Net increase / (decrease)
-$434,715

Service provider compensation (Schedule C)

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

Related Form 5500 pages