Max W. Higbee Dmd Pc 401(K) Profit Sharing Plan — Form 5500 plan (Max W. Higbee Dmd Pc)

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, Max W. Higbee Dmd Pc 401(K) Profit Sharing Plan is a benefit plan reported by Max W. Higbee Dmd Pc under EIN 93-1258367 and plan number 001. The latest loaded filing year is 2023. The filing reports 21 participants and $518,268 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Max W. Higbee Dmd Pc
EIN
93-1258367
Plan number
001
Plan type
2
Location
Redmond, OR
Latest filing year
2023
Participants
21
End-of-year plan assets
$518,268

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202321I20240904123417NAL0009741475001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$518,268
Net assets (EOY)
$518,268
Net assets (BOY)
$1,254,915

Income & contributions

Total income / additions
$148,271

Expenses & distributions

Benefits paid
$880,539
Administrative expenses
$4,379
Total expenses
$884,918
Net increase / (decrease)
-$736,647

Service provider compensation (Schedule C)

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

Related Form 5500 pages