2023 Form 5500 filing — Kell Family Dental, S.C. Profit Sharing 401(K) 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 20250305114411NAL0014374880001) for Kell Family Dental, S.C. Profit Sharing 401(K) Plan, reported by Kell Family Dental, S.C. under EIN 39-1931127 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20250305114411NAL0014374880001
Filing year
2023
Form type
2
Plan sponsor
Kell Family Dental, S.C.
EIN
39-1931127
Plan number
001
Location
Little Chute, WI
Participants
5
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$630,069
Net assets (EOY)
$630,069
Employer contributions
$46,796
Participant contributions
$80,318
Total income / additions
$135,196
Administrative expenses
$1,332
Total expenses
$1,332
Net increase / (decrease)
$133,864
Schedule source
Schedule I

Related Form 5500 pages