Lakeview Orthodontics, P.C. Profit Sharing Plan — Form 5500 plan (Lakeview 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, Lakeview Orthodontics, P.C. Profit Sharing Plan is a benefit plan reported by Lakeview Orthodontics, P.C. under EIN 45-2036604 and plan number 001. The latest loaded filing year is 2023. The filing reports 21 participants and $1,957,303 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lakeview Orthodontics, P.C.
- EIN
- 45-2036604
- Plan number
- 001
- Plan type
- 2
- Location
- Guntersville, AL
- Latest filing year
- 2023
- Participants
- 21
- End-of-year plan assets
- $1,957,303
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 21 | I | 20240418084332NAL0004177201001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,957,303
- Net assets (EOY)
- $1,957,303
- Net assets (BOY)
- $1,622,918
Income & contributions
- Employer contributions
- $55,025
- Participant contributions
- $45,035
- Total income / additions
- $334,385
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $334,385
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.