Coolsmiles Orthodontics Profit Sharing Plan — Form 5500 plan (David Amram Dmd, Pc D/B/A Coolsmiles Orthodontics)
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, Coolsmiles Orthodontics Profit Sharing Plan is a benefit plan reported by David Amram Dmd, Pc D/B/A Coolsmiles Orthodontics under EIN 11-3529988 and plan number 001. The latest loaded filing year is 2023. The filing reports 18 participants and $1,372,987 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- David Amram Dmd, Pc D/B/A Coolsmiles Orthodontics
- EIN
- 11-3529988
- Plan number
- 001
- Plan type
- 2
- Location
- Medford, NY
- Latest filing year
- 2023
- Participants
- 18
- End-of-year plan assets
- $1,372,987
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18 | I | 20240425125130NAL0006053168001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,372,987
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,372,987
- Net assets (BOY)
- $1,095,270
Income & contributions
- Employer contributions
- $165,785
- Total income / additions
- $290,444
Expenses & distributions
- Administrative expenses
- $12,727
- Total expenses
- $12,727
- Net increase / (decrease)
- $277,717
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.