2023 Form 5500 filing — Ackley, Ackley & Wise, Dmds, Pa 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 20250226145637NAL0001108145001) for Ackley, Ackley & Wise, Dmds, Pa Profit Sharing Plan, reported by Ackley, Ackley & Wise, Dmds, Pa under EIN 59-2209155 and plan number 001. It reports 37 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250226145637NAL0001108145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ackley, Ackley & Wise, Dmds, Pa
- EIN
- 59-2209155
- Plan number
- 001
- Location
- Spring Hill, FL
- Participants
- 37
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,144,757
- Net assets (EOY)
- $21,144,757
- Employer contributions
- $245,585
- Participant contributions
- $160,538
- Total income / additions
- $1,634,643
- Benefits paid
- $156,335
- Administrative expenses
- $92,215
- Total expenses
- $248,550
- Net increase / (decrease)
- $1,386,093
- Schedule source
- Schedule I