J. Derek Tieken, D.D.S., P.A. 401(K) Profit Sharing Plan — Form 5500 plan (J. Derek Tieken, D.D.S., P.A.)
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, J. Derek Tieken, D.D.S., P.A. 401(K) Profit Sharing Plan is a benefit plan reported by J. Derek Tieken, D.D.S., P.A. under EIN 76-0682469 and plan number 001. The latest loaded filing year is 2023. The filing reports 14 participants and $1,463,246 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J. Derek Tieken, D.D.S., P.A.
- EIN
- 76-0682469
- Plan number
- 001
- Plan type
- 2
- Location
- League City, TX
- Latest filing year
- 2023
- Participants
- 14
- End-of-year plan assets
- $1,463,246
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14 | I | 20240802084240NAL0023960625001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,463,246
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,463,246
- Net assets (BOY)
- $1,184,626
Income & contributions
- Employer contributions
- $41,637
- Participant contributions
- $55,021
- Total income / additions
- $295,209
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $16,589
- Total expenses
- $16,589
- Net increase / (decrease)
- $278,620
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.