2023 Form 5500 filing — C. Neil Kay 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 20240815150200NAL0013229345001) for C. Neil Kay Orthodontics, P.C. Profit Sharing Plan, reported by C. Neil Kay, Orthodontics, P.C. under EIN 32-0090898 and plan number 001. It reports 15 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240815150200NAL0013229345001
Filing year
2023
Form type
2
Plan sponsor
C. Neil Kay, Orthodontics, P.C.
EIN
32-0090898
Plan number
001
Location
Montgomery, IL
Participants
15
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$926,096
Net assets (EOY)
$926,096
Employer contributions
$34,743
Total income / additions
$153,729
Benefits paid
$13,579
Total expenses
$13,579
Net increase / (decrease)
$140,150
Schedule source
Schedule I

Related Form 5500 pages