Plan5500

Oneida County Orthodontics P.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, Oneida County Orthodontics P.C. (EIN 83-1776187) is a plan sponsor located in Rome, 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
83-1776187
Location
Rome, 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 Oneida County Orthodontics P.C.

  • 2 loaded plans hold $1.5M in reported assets.
  • The largest, Oneida County Orthodontics P.C. Cash Balance Plan, holds 69% 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$1.5MSummed across loaded plans$1,492,473
Total reported assets$1.5M$1,492,473
Total reported participants29
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.5M total assets
Net assets$1.5MLiabilities$0
Contributions & income
Employer contributions$305.1K
Participant contributions$45K
Total income / additions$471K
Expenses & distributions
Benefits paid / distributions$2.1K
Total expenses$12.8K
Net increase / (decrease)$458.2K

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 assets69%Oneida County Orthodontics P.C. Cash Balance 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. 1
    Oneida County Orthodontics P.C. Cash Balance Plan$1M
    Plan #002 · 8 participants · 2023
  2. 2
    Oneida County Orthodontics P.C. 401k Profit Sharing Plan$464.4K
    Plan #001 · 21 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 Oneida County Orthodontics P.C.. Open one for its full reported snapshot.

  1. 2023
    Oneida County Orthodontics P.C. 401k Profit Sharing Plan21 participants · 2Sch I
    View filing →
  2. 2023
    Oneida County Orthodontics P.C. Cash Balance Plan8 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Oneida County Orthodontics P.C. report on Form 5500?
Oneida County Orthodontics P.C. (EIN 83-1776187) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Oneida County Orthodontics P.C.?
The Employer Identification Number (EIN) reported for Oneida County Orthodontics P.C. is 83-1776187.
What is the latest Form 5500 filing year for Oneida County Orthodontics P.C.?
The latest loaded Form 5500 filing year for Oneida County Orthodontics P.C. is 2023.

Related Form 5500 pages