Plan5500

Pai Orthodontics Pllc D/B/A/ Putnam Orthodontics — 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, Pai Orthodontics Pllc D/B/A/ Putnam Orthodontics (EIN 45-4242361) is a plan sponsor located in Carmel, NY with 2 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
45-4242361
Location
Carmel, NY
Loaded plans
2
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 Pai Orthodontics Pllc D/B/A/ Putnam Orthodontics

  • 2 loaded plans hold $1.7M in reported assets.
  • The largest, Pai Orthodontics Pllc Profit Sharing Plan, holds 57% of this company's reported plan assets.
  • Plans cover 31 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.7MSummed across loaded plans$1,744,340
Total reported assets$1.7M$1,744,340
Total reported participants31
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.7M total assets
Net assets$1.7MLiabilities$0
Contributions & income
Employer contributions$170.3K
Participant contributions$50.3K
Total income / additions$410.9K
Expenses & distributions
Benefits paid / distributions$3.9K
Total expenses$13.4K
Net increase / (decrease)$397.5K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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 assets57%Pai Orthodontics Pllc Profit Sharing Plan
Participants per plan16Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Pai Orthodontics Pllc Profit Sharing Plan$1M
    Plan #001 · 19 participants · 2023
  2. 2
    Pai Orthodontics Pllc Cash Balance Plan$744.2K
    Plan #002 · 12 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 Pai Orthodontics Pllc D/B/A/ Putnam Orthodontics. Open one for its full reported snapshot.

  1. 2023
    Pai Orthodontics Pllc Profit Sharing Plan19 participants · 2Sch I
    View filing →
  2. 2023
    Pai Orthodontics Pllc Cash Balance Plan12 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Pai Orthodontics Pllc D/B/A/ Putnam Orthodontics report on Form 5500?
Pai Orthodontics Pllc D/B/A/ Putnam Orthodontics (EIN 45-4242361) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Pai Orthodontics Pllc D/B/A/ Putnam Orthodontics?
The Employer Identification Number (EIN) reported for Pai Orthodontics Pllc D/B/A/ Putnam Orthodontics is 45-4242361.
What is the latest Form 5500 filing year for Pai Orthodontics Pllc D/B/A/ Putnam Orthodontics?
The latest loaded Form 5500 filing year for Pai Orthodontics Pllc D/B/A/ Putnam Orthodontics is 2023.

Related Form 5500 pages