Periodontal Specialists Of North Florida, P. A. 401k Profit Sharing Plan And Trust — Form 5500 plan (Periodontal Specialists Of North Florida, 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, Periodontal Specialists Of North Florida, P. A. 401k Profit Sharing Plan And Trust is a benefit plan reported by Periodontal Specialists Of North Florida, P.A. under EIN 47-2446768 and plan number 001. The latest loaded filing year is 2023. The filing reports 32 participants and $2,045,338 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Periodontal Specialists Of North Florida, P.A.
- EIN
- 47-2446768
- Plan number
- 001
- Plan type
- 2
- Location
- Orange Park, FL
- Latest filing year
- 2023
- Participants
- 32
- End-of-year plan assets
- $2,045,338
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 32 | I | 20240724094314NAL0027959394001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,045,338
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,045,338
- Net assets (BOY)
- $1,553,294
Income & contributions
- Employer contributions
- $159,548
- Participant contributions
- $111,133
- Total income / additions
- $517,364
Expenses & distributions
- Benefits paid
- $14,750
- Administrative expenses
- $10,570
- Total expenses
- $25,320
- Net increase / (decrease)
- $492,044
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.