Wellesley Oral & Maxillofacial Surgery Associates, Inc. — Form 5500 plan (Wellesley Oral & Maxillofacial Surgery Associates, Inc.)
Plain-English plan 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, Wellesley Oral & Maxillofacial Surgery Associates, Inc. is a benefit plan reported by Wellesley Oral & Maxillofacial Surgery Associates, Inc. under EIN 04-2449861 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $2,366,435 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wellesley Oral & Maxillofacial Surgery Associates, Inc.
- EIN
- 04-2449861
- Plan number
- 001
- Plan type
- 2
- Location
- Wellesley Hills, MA
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $2,366,435
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20240714101050NAL0000585760001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,366,435
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,366,435
- Net assets (BOY)
- $2,004,998
Income & contributions
- Employer contributions
- $27,125
- Participant contributions
- $79,628
- Total income / additions
- $556,284
Expenses & distributions
- Benefits paid
- $192,601
- Administrative expenses
- $2,246
- Total expenses
- $194,847
- Net increase / (decrease)
- $361,437
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.