Plan5500

Northwest Oral & Maxillofacial Surgery, Ltd. Cash Balance Plan & Trust — Form 5500 plan (Northwest Oral & Maxillofacial Surgery, Ltd.)

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, Northwest Oral & Maxillofacial Surgery, Ltd. Cash Balance Plan & Trust is a benefit plan reported by Northwest Oral & Maxillofacial Surgery, Ltd. under EIN 36-2700956 and plan number 004. The latest loaded filing year is 2023. The filing reports 32 participants and $5,420,556 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.4MPlan net assets, end of year$5,420,556
Participants32Covered participants reported
Assets / participant$169.4KComputed: assets ÷ participants$169,392 (computed)
Provider compensationNone reported
Plan sponsor
Northwest Oral & Maxillofacial Surgery, Ltd.
EIN
36-2700956
Plan number
004
Plan type
2
Location
Arlington Heights, IL
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    32 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5.4M total assets
Net assets$5.4MLiabilities$0
Money in vs. money out
Total income / additions$930.4K
Total expenses$31.7K
Benefits paid / distributions$0
Contributions
Employer$240K
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$5,420,556
Total liabilities (EOY)
$0
Net assets (EOY)
$5,420,556
Net assets (BOY)
$4,521,827

Income & contributions

Employer contributions
$240,000
Participant contributions
$0
Total income / additions
$930,421

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$31,692
Net increase / (decrease)
$898,729
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 100%Participant 0%
Total expenses ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages