Winchester Oral Surgery, Pc 401(K) Profit Sharing Plan — Form 5500 plan (Winchester Oral Surgery, Pc)
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, Winchester Oral Surgery, Pc 401(K) Profit Sharing Plan is a benefit plan reported by Winchester Oral Surgery, Pc under EIN 20-0690203 and plan number 001. The latest loaded filing year is 2023. The filing reports 27 participants and $4,602,207 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Winchester Oral Surgery, Pc
- EIN
- 20-0690203
- Plan number
- 001
- Plan type
- 2
- Location
- Winchester, MA
- Latest filing year
- 2023
- Participants
- 27
- End-of-year plan assets
- $4,602,207
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 27 | I | 20240725101610NAL0022181008001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,602,207
- Net assets (EOY)
- $4,602,207
- Net assets (BOY)
- $3,766,437
Income & contributions
- Employer contributions
- $94,275
- Participant contributions
- $120,646
- Total income / additions
- $887,682
Expenses & distributions
- Benefits paid
- $51,687
- Administrative expenses
- $225
- Total expenses
- $51,912
- Net increase / (decrease)
- $835,770
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.