2023 Form 5500 filing — Periodontal Associates, Inc. Profit-Sharing Plan And Trust
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 20240424123802NAL0001913331001) for Periodontal Associates, Inc. Profit-Sharing Plan And Trust, reported by Periodontal Associates, Inc. under EIN 34-1152033 and plan number 002. It reports 28 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240424123802NAL0001913331001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Periodontal Associates, Inc.
- EIN
- 34-1152033
- Plan number
- 002
- Location
- Lyndhurst, OH
- Participants
- 28
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,111,467
- Net assets (EOY)
- $17,111,467
- Participant contributions
- $213,797
- Total income / additions
- $3,202,982
- Benefits paid
- $3,770,495
- Total expenses
- $3,770,495
- Net increase / (decrease)
- -$567,513
- Schedule source
- Schedule I