Plan5500

Rollins & Petersen Orthodontics, Plc — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Rollins & Petersen Orthodontics, Plc (EIN 20-8109924) is a plan sponsor located in Mesa, AZ with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-8109924
Location
Mesa, AZ
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Rollins & Petersen Orthodontics, Plc

  • 1 loaded plans hold $3.5M in reported assets.
  • The largest, Rollins & Petersen Orthodontics, Plc 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 35 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.5MSummed across loaded plans$3,453,668
Total reported assets$3.5M$3,453,668
Total reported participants35
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$3.5M total assets
Net assets$3.5MLiabilities—
Contributions & income
Employer contributions$42.9K
Participant contributions$91.3K
Total income / additions$712.5K
Expenses & distributions
Benefits paid / distributions$134K
Total expenses$158.1K
Net increase / (decrease)$554.4K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Rollins & Petersen Orthodontics, Plc 401(K) Profit Sharing Plan
Participants per plan35Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Rollins & Petersen Orthodontics, Plc 401(K) Profit Sharing Plan$3.5M
    Plan #001 · 35 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Rollins & Petersen Orthodontics, Plc. Open one for its full reported snapshot.

  1. 2023
    Rollins & Petersen Orthodontics, Plc 401(K) Profit Sharing Plan35 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Rollins & Petersen Orthodontics, Plc report on Form 5500?
Rollins & Petersen Orthodontics, Plc (EIN 20-8109924) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Rollins & Petersen Orthodontics, Plc?
The Employer Identification Number (EIN) reported for Rollins & Petersen Orthodontics, Plc is 20-8109924.
What is the latest Form 5500 filing year for Rollins & Petersen Orthodontics, Plc?
The latest loaded Form 5500 filing year for Rollins & Petersen Orthodontics, Plc is 2023.

Related Form 5500 pages