Nagel Orthodontics A Dental Co — 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, Nagel Orthodontics A Dental Co (EIN 95-3572529) is a plan sponsor located in Simi Valley, CA 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
95-3572529
Location
Simi Valley, CA
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 Nagel Orthodontics A Dental Co

  • 1 loaded plans hold $58K in reported assets.
  • The largest, Nagel Orthodontics A Dental Co 401(K) Profit Sharing Plan & Trust, holds 100% of this company's reported plan assets.
  • Plans cover 7 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$58KSummed across loaded plans$57,951
Total reported assets$58K$57,951
Total reported participants7
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$58K total assets
Net assets$58KLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$26.3K
Total income / additions$32K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$11.8K
Net increase / (decrease)$20.2K

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%Nagel Orthodontics A Dental Co 401(K) Profit Sharing Plan & Trust
Participants per plan7Average 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
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Nagel Orthodontics A Dental Co. Open one for its full reported snapshot.

  1. 2023
    Nagel Orthodontics A Dental Co 401(K) Profit Sharing Plan & Trust7 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Nagel Orthodontics A Dental Co report on Form 5500?
Nagel Orthodontics A Dental Co (EIN 95-3572529) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Nagel Orthodontics A Dental Co?
The Employer Identification Number (EIN) reported for Nagel Orthodontics A Dental Co is 95-3572529.
What is the latest Form 5500 filing year for Nagel Orthodontics A Dental Co?
The latest loaded Form 5500 filing year for Nagel Orthodontics A Dental Co is 2023.

Related Form 5500 pages