Simon P. Morris, D.D.S. 401(K) Profit Sharing Plan — Form 5500 plan (Simon P. Morris, 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, Simon P. Morris, D.D.S. 401(K) Profit Sharing Plan is a benefit plan reported by Simon P. Morris, D.D.S., Inc. under EIN 81-1415643 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $2,748,418 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Simon P. Morris, D.D.S., Inc.
- EIN
- 81-1415643
- Plan number
- 001
- Plan type
- 2
- Location
- Los Gatos, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20240212163957NAL0010338897001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $2,748,418
- Total liabilities (EOY)
- $75
- Net assets (EOY)
- $2,748,343
- Net assets (BOY)
- $2,212,872
Income & contributions
- Employer contributions
- $52,955
- Participant contributions
- $30,000
- Total income / additions
- $582,177
Expenses & distributions
- Benefits paid
- $28,303
- Administrative expenses
- $0
- Total expenses
- $46,706
- Net increase / (decrease)
- $535,471
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.