2023 Form 5500 filing — Crystal Lake Oral & Maxillofacial Surgery Ltd Cash Or Deferred 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 20250102111200NAL0004355746001) for Crystal Lake Oral & Maxillofacial Surgery Ltd Cash Or Deferred Profit Sharing Plan And Trust, reported by Lake Geneva Oral & under EIN 39-1142906 and plan number 007. It reports 42 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250102111200NAL0004355746001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lake Geneva Oral &
- EIN
- 39-1142906
- Plan number
- 007
- Location
- Lake Geneva, WI
- Participants
- 42
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,945,732
- Net assets (EOY)
- $27,945,732
- Employer contributions
- $270,997
- Participant contributions
- $207,847
- Total income / additions
- $4,410,081
- Benefits paid
- $1,595,437
- Total expenses
- $1,595,437
- Net increase / (decrease)
- $2,814,644
- Schedule source
- Schedule I