Erickson/Aamondt Orthodontics, P.A. 401(K) Plan — Form 5500 plan (Erickson/Aamodt Orthodontics, P.A)
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, Erickson/Aamondt Orthodontics, P.A. 401(K) Plan is a benefit plan reported by Erickson/Aamodt Orthodontics, P.A under EIN 41-1785852 and plan number 001. The latest loaded filing year is 2023. The filing reports 14 participants and $4,651,993 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Erickson/Aamodt Orthodontics, P.A
- EIN
- 41-1785852
- Plan number
- 001
- Plan type
- 2
- Location
- White Bear Lake, MN
- Latest filing year
- 2023
- Participants
- 14
- End-of-year plan assets
- $4,651,993
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14 | I | 20240606233618NAL0040308208001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,651,993
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,651,993
- Net assets (BOY)
- $3,591,999
Income & contributions
- Employer contributions
- $25,417
- Participant contributions
- $81,568
- Total income / additions
- $1,060,489
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $495
- Total expenses
- $495
- Net increase / (decrease)
- $1,059,994
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.