Dr. Charles V. Oliver, Orthodontist, P.C. Profit Sharing Plan — Form 5500 plan (Dr. Charles V. Oliver, Orthodontis 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, Dr. Charles V. Oliver, Orthodontist, P.C. Profit Sharing Plan is a benefit plan reported by Dr. Charles V. Oliver, Orthodontis P.C. under EIN 63-0954202 and plan number 003. The latest loaded filing year is 2023. The filing reports 1 participants and $2,179,354 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dr. Charles V. Oliver, Orthodontis P.C.
- EIN
- 63-0954202
- Plan number
- 003
- Plan type
- 2
- Location
- Enterprise, AL
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $2,179,354
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240724153008NAL0012920113004 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,179,354
- Net assets (EOY)
- $2,179,354
- Net assets (BOY)
- $2,124,869
Income & contributions
- Total income / additions
- $185,863
Expenses & distributions
- Benefits paid
- $116,772
- Administrative expenses
- $14,606
- Total expenses
- $131,378
- Net increase / (decrease)
- $54,485
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.