2023 Form 5500 filing — Erickson/Aamondt Orthodontics, P.A. 401(K) 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 20240606233618NAL0040308208001) for Erickson/Aamondt Orthodontics, P.A. 401(K) Plan, reported by Erickson/Aamodt Orthodontics, P.A under EIN 41-1785852 and plan number 001. It reports 14 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240606233618NAL0040308208001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Erickson/Aamodt Orthodontics, P.A
- EIN
- 41-1785852
- Plan number
- 001
- Location
- White Bear Lake, MN
- Participants
- 14
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,651,993
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,651,993
- Employer contributions
- $25,417
- Participant contributions
- $81,568
- Total income / additions
- $1,060,489
- Benefits paid
- $0
- Administrative expenses
- $495
- Total expenses
- $495
- Net increase / (decrease)
- $1,059,994
- Schedule source
- Schedule I