2023 Form 5500 filing — Littlefield & Lovell Orthodontics Ltd Employees 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 20240427110200NAL0012788467001) for Littlefield & Lovell Orthodontics Ltd Employees Profit Sharing Plan And Trust, reported by Lovell Orthodontics under EIN 37-1107390 and plan number 002. It reports 12 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240427110200NAL0012788467001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lovell Orthodontics
- EIN
- 37-1107390
- Plan number
- 002
- Location
- Morton, IL
- Participants
- 12
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,549,405
- Net assets (EOY)
- $1,549,405
- Employer contributions
- $85,857
- Participant contributions
- $45,000
- Total income / additions
- $322,470
- Benefits paid
- $79,680
- Total expenses
- $79,680
- Net increase / (decrease)
- $242,790
- Schedule source
- Schedule I