Family Orthodontics Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Family Orthodontics 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, Family Orthodontics Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Family Orthodontics Inc under EIN 04-3581871 and plan number 001. The latest loaded filing year is 2023. The filing reports 676 participants and $4,777,284 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Family Orthodontics Inc
- EIN
- 04-3581871
- Plan number
- 001
- Plan type
- 2
- Location
- Milford, MA
- Latest filing year
- 2023
- Participants
- 676
- End-of-year plan assets
- $4,777,284
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 676 | H, C | 20241014071641NAL0043756064001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,777,284
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,777,284
- Net assets (BOY)
- $3,222,530
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,106,896
- Total contributions
- $1,107,961
- Total income / additions
- $1,876,420
Expenses & distributions
- Benefits paid
- $253,802
- Administrative expenses
- $25,932
- Total expenses
- $321,666
- Net increase / (decrease)
- $1,554,754
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $12,746 | not reported in the loaded dataset | 2023 |
| Kestra Advisory Services | ADVISOR | $12,326 | not reported in the loaded dataset | 2023 |