Plan5500

Boulder Oral & Maxillofacial Surgery — 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, Boulder Oral & Maxillofacial Surgery (EIN 95-4872515) is a plan sponsor located in Poway, 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
95-4872515
Location
Poway, 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 Boulder Oral & Maxillofacial Surgery

  • 2 loaded plans hold $4.8M in reported assets.
  • The largest, Boulder Oral & Maxillofacial Surgery Profit Sharing Plan, holds 51% of this company's reported plan assets.
  • Plans cover 32 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.8MSummed across loaded plans$4,795,010
Total reported assets$4.8M$4,795,010
Total reported participants32
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$4.8M total assets
Net assets$4.8MLiabilities—
Contributions & income
Employer contributions$161K
Participant contributionsNot reported
Total income / additions$911.7K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$34K
Net increase / (decrease)$877.7K

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 assets51%Boulder Oral & Maxillofacial Surgery 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
    Boulder Oral & Maxillofacial Surgery Profit Sharing Plan$2.5M
    Plan #001 · 17 participants · 2023
  2. 2
    Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust$2.3M
    Plan #002 · 15 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 Boulder Oral & Maxillofacial Surgery. Open one for its full reported snapshot.

  1. 2023
    Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust15 participants · 2Sch I
    View filing →
  2. 2023
    Boulder Oral & Maxillofacial Surgery Profit Sharing Plan17 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Boulder Oral & Maxillofacial Surgery report on Form 5500?
Boulder Oral & Maxillofacial Surgery (EIN 95-4872515) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Boulder Oral & Maxillofacial Surgery?
The Employer Identification Number (EIN) reported for Boulder Oral & Maxillofacial Surgery is 95-4872515.
What is the latest Form 5500 filing year for Boulder Oral & Maxillofacial Surgery?
The latest loaded Form 5500 filing year for Boulder Oral & Maxillofacial Surgery is 2023.

Related Form 5500 pages