James R. Willcox, Dmd, Pc Profit Sharing And 401(K) Plan — Form 5500 plan (James R. Willcox, D.M.D., P.C An Oregon Professional Corporation.)
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, James R. Willcox, Dmd, Pc Profit Sharing And 401(K) Plan is a benefit plan reported by James R. Willcox, D.M.D., P.C An Oregon Professional Corporation. under EIN 93-0638900 and plan number 001. The latest loaded filing year is 2023. The filing reports 9 participants and $6,331,833 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- James R. Willcox, D.M.D., P.C An Oregon Professional Corporation.
- EIN
- 93-0638900
- Plan number
- 001
- Plan type
- 2
- Location
- The Dalles, OR
- Latest filing year
- 2023
- Participants
- 9
- End-of-year plan assets
- $6,331,833
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9 | I | 20250213172629NAL0022607889001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,331,833
- Net assets (EOY)
- $6,331,833
- Net assets (BOY)
- $6,669,246
Income & contributions
- Employer contributions
- $6,510
- Participant contributions
- $40,301
- Total income / additions
- $102,587
Expenses & distributions
- Benefits paid
- $440,000
- Total expenses
- $440,000
- Net increase / (decrease)
- -$337,413
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.