2023 Form 5500 filing — Waushara Dental Associates, S.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 20241001092556NAL0006856369001) for Waushara Dental Associates, S.C. Profit Sharing Plan, reported by Waushara Dental Associates, S.C. under EIN 39-1328299 and plan number 001. It reports 28 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.1MReported net assets$5,131,238
Participants28
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241001092556NAL0006856369001
Plan sponsor
Waushara Dental Associates, S.C.
EIN
39-1328299
Plan number
001
Location
Wautoma, WI
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.1M total assets
Net assets$5.1MLiabilities$0
Money in vs. money out
Total income / additions$958.7K
Total expenses$54K
Benefits paid / distributions$36.5K
Contributions
Employer$63.8K
Participant$138.2K
Full reported line items
Total assets (EOY)
$5,131,238
Total liabilities (EOY)
$0
Net assets (EOY)
$5,131,238
Employer contributions
$63,841
Participant contributions
$138,166
Total income / additions
$958,702
Benefits paid
$36,462
Administrative expenses
$17,533
Total expenses
$53,995
Net increase / (decrease)
$904,707

Related Form 5500 pages