2023 Form 5500 filing — John O'Brien Dds, 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 20240806130007NAL0002282049002) for John O'Brien Dds, P.C. Profit Sharing Plan, reported by John O'Brien Dds, P.C. under EIN 22-2283475 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240806130007NAL0002282049002
Filing year
2023
Form type
2
Plan sponsor
John O'Brien Dds, P.C.
EIN
22-2283475
Plan number
001
Location
New Windsor, NY
Participants
5
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,376,066
Total liabilities (EOY)
$88
Net assets (EOY)
$1,375,978
Employer contributions
$32,428
Participant contributions
$56,967
Total income / additions
$278,800
Total expenses
$9,088
Net increase / (decrease)
$269,712
Schedule source
Schedule I

Related Form 5500 pages