Edwards Everhart Dental Partnership 401(K) Plan — Form 5500 plan (Edwards Everhart Dental Partnership)
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, Edwards Everhart Dental Partnership 401(K) Plan is a benefit plan reported by Edwards Everhart Dental Partnership under EIN 80-0785896 and plan number 001. The latest loaded filing year is 2023. The filing reports 14 participants and $1,962,659 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Edwards Everhart Dental Partnership
- EIN
- 80-0785896
- Plan number
- 001
- Plan type
- 2
- Location
- El Dorado Hills, CA
- Latest filing year
- 2023
- Participants
- 14
- End-of-year plan assets
- $1,962,659
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14 | I | 20240927155627NAL0002505681001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,962,659
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,962,659
- Net assets (BOY)
- $1,576,836
Income & contributions
- Employer contributions
- $30,594
- Participant contributions
- $95,365
- Total income / additions
- $455,087
Expenses & distributions
- Benefits paid
- $69,239
- Administrative expenses
- $25
- Total expenses
- $69,264
- Net increase / (decrease)
- $385,823
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.