C. Neil Kay Orthodontics, P.C. Profit Sharing Plan — Form 5500 plan (C. Neil Kay, Orthodontics, P.C.)
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, C. Neil Kay Orthodontics, P.C. Profit Sharing Plan is a benefit plan reported by C. Neil Kay, Orthodontics, P.C. under EIN 32-0090898 and plan number 001. The latest loaded filing year is 2023. The filing reports 15 participants and $926,096 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- C. Neil Kay, Orthodontics, P.C.
- EIN
- 32-0090898
- Plan number
- 001
- Plan type
- 2
- Location
- Montgomery, IL
- Latest filing year
- 2023
- Participants
- 15
- End-of-year plan assets
- $926,096
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15 | I | 20240815150200NAL0013229345001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $926,096
- Net assets (EOY)
- $926,096
- Net assets (BOY)
- $785,946
Income & contributions
- Employer contributions
- $34,743
- Total income / additions
- $153,729
Expenses & distributions
- Benefits paid
- $13,579
- Total expenses
- $13,579
- Net increase / (decrease)
- $140,150
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.