Shaughnessy Orthodontics Of East Cobb Profit Sharing Plan & Trust — Form 5500 plan (Shaughnessy Orthodontics Of East Cobb Profit Sharing Plan & Trust)
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, Shaughnessy Orthodontics Of East Cobb Profit Sharing Plan & Trust is a benefit plan reported by Shaughnessy Orthodontics Of East Cobb Profit Sharing Plan & Trust under EIN 47-3618717 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $1,791,296 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shaughnessy Orthodontics Of East Cobb Profit Sharing Plan & Trust
- EIN
- 47-3618717
- Plan number
- 001
- Plan type
- 2
- Location
- Mt. Pleasant, SC
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $1,791,296
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20240724085832NAL0012395553001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,791,296
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,791,296
- Net assets (BOY)
- $1,651,900
Income & contributions
- Employer contributions
- $1,005
- Participant contributions
- $0
- Total income / additions
- $147,001
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $7,605
- Total expenses
- $7,605
- Net increase / (decrease)
- $139,396
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.