2023 Form 5500 filing — Hoffman Orthodontics, Ltd 401k 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 20240531081201NAL0029338562001) for Hoffman Orthodontics, Ltd 401k Profit Sharing Plan, reported by Hoffman Orthodontics, Ltd under EIN 26-3390677 and plan number 001. It reports 15 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.9MReported net assets$1,914,371
Participants15
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240531081201NAL0029338562001
Plan sponsor
Hoffman Orthodontics, Ltd
EIN
26-3390677
Plan number
001
Location
Crystal Lake, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.9M total assets
Net assets$1.9MLiabilities
Money in vs. money out
Total income / additions$462K
Total expenses$405.9K
Benefits paid / distributions$398.2K
Contributions
Employer$71K
Participant$79.5K
Full reported line items
Total assets (EOY)
$1,914,371
Net assets (EOY)
$1,914,371
Employer contributions
$71,030
Participant contributions
$79,488
Total income / additions
$462,016
Benefits paid
$398,182
Total expenses
$405,898
Net increase / (decrease)
$56,118

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240531081201NAL0029338562001 cover?
It is the 2023 Form 5500 filing for Hoffman Orthodontics, Ltd 401k Profit Sharing Plan, reported by Hoffman Orthodontics, Ltd (EIN 26-3390677).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages