2023 Form 5500 filing — Bailey-Welling Orthodontics, Pllc Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240517143828NAL0052650800001) for Bailey-Welling Orthodontics, Pllc Profit Sharing Plan, reported by Bailey-Welling Orthodontics, Pllc under EIN 87-0332393 and plan number 001. It reports 21 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240517143828NAL0052650800001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bailey-Welling Orthodontics, Pllc
- EIN
- 87-0332393
- Plan number
- 001
- Location
- Bountiful, UT
- Participants
- 21
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,628,677
- Total liabilities (EOY)
- $346
- Net assets (EOY)
- $3,628,331
- Employer contributions
- $28,014
- Participant contributions
- $52,500
- Total income / additions
- $795,789
- Benefits paid
- $3,815
- Administrative expenses
- $1,268
- Total expenses
- $13,482
- Net increase / (decrease)
- $782,307
- Schedule source
- Schedule I