Associates For Family Dentistry, Ltd. 401(K) Profit Sharing Plan — Form 5500 plan (Associates For Family Dentistry, 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, Associates For Family Dentistry, Ltd. 401(K) Profit Sharing Plan is a benefit plan reported by Associates For Family Dentistry, Ltd. under EIN 36-2714968 and plan number 002. The latest loaded filing year is 2023. The filing reports 27 participants and $4,731,860 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Associates For Family Dentistry, Ltd.
- EIN
- 36-2714968
- Plan number
- 002
- Plan type
- 2
- Location
- Gurnee, IL
- Latest filing year
- 2023
- Participants
- 27
- End-of-year plan assets
- $4,731,860
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 27 | I | 20240612071111NAL0059255058001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,731,860
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,731,860
- Net assets (BOY)
- $3,860,369
Income & contributions
- Employer contributions
- $49,621
- Participant contributions
- $137,507
- Total income / additions
- $888,885
Expenses & distributions
- Benefits paid
- $17,075
- Administrative expenses
- $319
- Total expenses
- $17,394
- Net increase / (decrease)
- $871,491
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.