Richard B. Oliver, D.D.S.. Retirement Plan — Form 5500 plan (Richard B. Oliver, D.D.S, Inc.)
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, Richard B. Oliver, D.D.S.. Retirement Plan is a benefit plan reported by Richard B. Oliver, D.D.S, Inc. under EIN 95-2791985 and plan number 001. The latest loaded filing year is 2023. The filing reports 32 participants and $2,216,323 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Richard B. Oliver, D.D.S, Inc.
- EIN
- 95-2791985
- Plan number
- 001
- Plan type
- 2
- Location
- La Palma, CA
- Latest filing year
- 2023
- Participants
- 32
- End-of-year plan assets
- $2,216,323
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 32 | I | 20241002023548NAL0004514003001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,216,323
- Net assets (EOY)
- $2,216,323
- Net assets (BOY)
- $1,775,471
Income & contributions
- Participant contributions
- $79,573
- Total income / additions
- $502,043
Expenses & distributions
- Benefits paid
- $59,665
- Administrative expenses
- $1,526
- Total expenses
- $61,191
- Net increase / (decrease)
- $440,852
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.