What is the latest Form 5500 filing year for Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics?

The latest loaded Form 5500 filing year for Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics is 2023.

Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station 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, Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics (EIN 51-0534152) is a plan sponsor located in San Diego, CA 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: 51-0534152
Location: San Diego, CA
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 Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics

2 loaded plans hold $2.3M in reported assets.
The largest, Liberty Station Orthodontics Defined Benefit Pension Plan, holds 67% of this company's reported plan assets.
Plans cover 29 reported participants.
2 of 2 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.3MSummed across loaded plans$2,280,599

Total reported assets$2.3M$2,280,599

Total reported participants29

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.3M total assets

Net assets$2.3MLiabilities$0

Contributions & income

Employer contributions$329.5K

Participant contributions$23.8K

Total income / additions$862.8K

Expenses & distributions

Benefits paid / distributions$60.6K

Total expenses$60.6K

Net increase / (decrease)$802.1K

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 assets67%Liberty Station Orthodontics Defined Benefit Pension Plan

Participants per plan15Average 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
Liberty Station Orthodontics Defined Benefit Pension Plan$1.5M
Plan #003 · 13 participants · 2023
2
Liberty Station Orthodontics 401(K) Plan$743.9K
Plan #002 · 16 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 Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics. Open one for its full reported snapshot.

2023
Liberty Station Orthodontics Defined Benefit Pension Plan13 participants · 2Sch I
View filing →
2023
Liberty Station Orthodontics 401(K) Plan16 participants · 2Sch I
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics report on Form 5500?: Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics (EIN 51-0534152) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics?: The Employer Identification Number (EIN) reported for Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics is 51-0534152.
What is the latest Form 5500 filing year for Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics?: The latest loaded Form 5500 filing year for Paul K. Upatham, D.D.S., M.S., Inc. (Dba) Liberty Station Orthodontics is 2023.