Matthew Mastrorocco, D.M.D., P.A. Profit Sharing Plan And Trust — Form 5500 plan (Matthew Mastrorocco, D.M.D., 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, Matthew Mastrorocco, D.M.D., P.A. Profit Sharing Plan And Trust is a benefit plan reported by Matthew Mastrorocco, D.M.D., P.A. under EIN 82-0562632 and plan number 001. The latest loaded filing year is 2023. The filing reports 20 participants and $1,987,788 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2MPlan net assets, end of year$1,987,788
Participants20Covered participants reported
Assets / participant$99.4KComputed: assets ÷ participants$99,389 (computed)
Provider compensationNone reported
Plan sponsor
Matthew Mastrorocco, D.M.D., P.A.
EIN
82-0562632
Plan number
001
Plan type
2
Location
Hilton Head, SC
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202320I20240911124912NAL0014303794001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2M total assets
Net assets$2MLiabilities$0
Money in vs. money out
Total income / additions$336K
Total expenses$163K
Benefits paid / distributions$160.2K
Contributions
Employer$18.9K
Participant$51.8K
Full reported line items

Net assets

Total assets (EOY)
$1,987,788
Total liabilities (EOY)
$0
Net assets (EOY)
$1,987,788
Net assets (BOY)
$1,814,820

Income & contributions

Employer contributions
$18,864
Participant contributions
$51,836
Total income / additions
$336,006

Expenses & distributions

Benefits paid
$160,233
Administrative expenses
$2,805
Total expenses
$163,038
Net increase / (decrease)
$172,968
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 27%Participant 73%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income48%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages