Plan5500

Kell Family Dental, S.C. — 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, Kell Family Dental, S.C. (EIN 39-1931127) is a plan sponsor located in Menasha, WI 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
39-1931127
Location
Menasha, WI
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$630.1KSummed across loaded plans$630,069
Total reported assets$1M$1,008,220
Total reported participants5
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1M total assets
Net assets$630.1KLiabilities—
Contributions & income
Employer contributions$46.8K
Participant contributions$80.3K
Total income / additions$135.2K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$1.3K
Net increase / (decrease)$133.9K

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%Kell Family Dental, S.C. Profit Sharing 401(K) Plan
Participants per plan5Average 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
    Kell Family Dental, S.C. Profit Sharing 401(K) Plan$1M
    Plan #001 · 5 participants · 2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Kell Family Dental, S.C.
YearPlanParticipantsSchedulesFiling
2023Kell Family Dental, S.C. Profit Sharing 401(K) Plan5I20240814091923NAL0011595825001
2023Kell Family Dental, S.C. Profit Sharing 401(K) Plan5I20240814092706NAL0020039200001
2023Kell Family Dental, S.C. Profit Sharing 401(K) Plan5I20250305114411NAL0014374880001

Related Form 5500 pages