Plan5500

Youngquist Kennedy Orthodontics Ltd — 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, Youngquist Kennedy Orthodontics Ltd (EIN 47-1633563) is a plan sponsor located in Kenosha, 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
47-1633563
Location
Kenosha, WI
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 Youngquist Kennedy Orthodontics Ltd

  • 1 loaded plans hold $7.7M in reported assets.
  • The largest, Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 17 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.7MSummed across loaded plans$7,697,456
Total reported assets$7.7M$7,697,456
Total reported participants17
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$7.7M total assets
Net assets$7.7MLiabilities—
Contributions & income
Employer contributions$104.9K
Participant contributions$60.6K
Total income / additions$1.1M
Expenses & distributions
Benefits paid / distributions$879.2K
Total expenses$899.6K
Net increase / (decrease)$216.7K

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%Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan
Participants per plan17Average 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
    Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan$7.7M
    Plan #003 · 17 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 Youngquist Kennedy Orthodontics Ltd. Open one for its full reported snapshot.

  1. 2023
    Youngquist Kennedy Orthodontics Ltd Employees' Profit Sharing Plan17 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Youngquist Kennedy Orthodontics Ltd report on Form 5500?
Youngquist Kennedy Orthodontics Ltd (EIN 47-1633563) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Youngquist Kennedy Orthodontics Ltd?
The Employer Identification Number (EIN) reported for Youngquist Kennedy Orthodontics Ltd is 47-1633563.
What is the latest Form 5500 filing year for Youngquist Kennedy Orthodontics Ltd?
The latest loaded Form 5500 filing year for Youngquist Kennedy Orthodontics Ltd is 2023.

Related Form 5500 pages