2023 Form 5500 filing — Lakeview Orthodontics, P.C. Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240418084332NAL0004177201001) for Lakeview Orthodontics, P.C. Profit Sharing Plan, reported by Lakeview Orthodontics, P.C. under EIN 45-2036604 and plan number 001. It reports 21 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240418084332NAL0004177201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lakeview Orthodontics, P.C.
- EIN
- 45-2036604
- Plan number
- 001
- Location
- Guntersville, AL
- Participants
- 21
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,957,303
- Net assets (EOY)
- $1,957,303
- Employer contributions
- $55,025
- Participant contributions
- $45,035
- Total income / additions
- $334,385
- Total expenses
- $0
- Net increase / (decrease)
- $334,385
- Schedule source
- Schedule I