Brooke Hikade Wyatt Dmd LLC 401(K) Profit Sharing Plan — Form 5500 plan (Brooke Hikade Wyatt Dmd LLC)

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, Brooke Hikade Wyatt Dmd LLC 401(K) Profit Sharing Plan is a benefit plan reported by Brooke Hikade Wyatt Dmd LLC under EIN 92-1636443 and plan number 001. The latest loaded filing year is 2023. The filing reports 11 participants and $4,306,271 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brooke Hikade Wyatt Dmd LLC
EIN
92-1636443
Plan number
001
Plan type
2
Location
Clackamas, OR
Latest filing year
2023
Participants
11
End-of-year plan assets
$4,306,271

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202311I20241002171517NAL0005057443001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$4,306,271
Net assets (EOY)
$4,306,271
Net assets (BOY)
$3,578,147

Income & contributions

Employer contributions
$25,901
Participant contributions
$69,357
Total income / additions
$922,292

Expenses & distributions

Benefits paid
$194,168
Total expenses
$194,168
Net increase / (decrease)
$728,124

Service provider compensation (Schedule C)

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

Related Form 5500 pages