Addiego Orthodontics LLC Cash Balance Plan — Form 5500 plan (Addiego Orthodontics LLC)
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, Addiego Orthodontics LLC Cash Balance Plan is a benefit plan reported by Addiego Orthodontics LLC under EIN 20-5174466 and plan number 002. The latest loaded filing year is 2023. The filing reports 10 participants and $465,219 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Addiego Orthodontics LLC
- EIN
- 20-5174466
- Plan number
- 002
- Plan type
- 2
- Location
- Manahawkin, NJ
- Latest filing year
- 2023
- Participants
- 10
- End-of-year plan assets
- $465,219
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10 | I | 20241014115214NAL0013233603001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $465,219
- Net assets (EOY)
- $465,219
- Net assets (BOY)
- $348,503
Income & contributions
- Employer contributions
- $86,041
- Participant contributions
- $0
- Total income / additions
- $116,716
Expenses & distributions
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $116,716
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.