Scot E Burgess Dmd Pc 401(K) Plan — Form 5500 plan (Scot E Burgess 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, Scot E Burgess Dmd Pc 401(K) Plan is a benefit plan reported by Scot E Burgess Dmd Pc under EIN 93-1284626 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $3,173,089 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Scot E Burgess Dmd Pc
- EIN
- 93-1284626
- Plan number
- 001
- Plan type
- 2
- Location
- Redmond, OR
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $3,173,089
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20241003151435NAL0009989713001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,173,089
- Net assets (EOY)
- $3,173,089
- Net assets (BOY)
- $2,809,037
Income & contributions
- Total income / additions
- $383,878
Expenses & distributions
- Administrative expenses
- $19,826
- Total expenses
- $19,826
- Net increase / (decrease)
- $364,052
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.