2023 Form 5500 filing — Associates For Family Dentistry, Ltd. 401(K) 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 20240612071111NAL0059255058001) for Associates For Family Dentistry, Ltd. 401(K) Profit Sharing Plan, reported by Associates For Family Dentistry, Ltd. under EIN 36-2714968 and plan number 002. It reports 27 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240612071111NAL0059255058001
Filing year
2023
Form type
2
Plan sponsor
Associates For Family Dentistry, Ltd.
EIN
36-2714968
Plan number
002
Location
Gurnee, IL
Participants
27
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,731,860
Total liabilities (EOY)
$0
Net assets (EOY)
$4,731,860
Employer contributions
$49,621
Participant contributions
$137,507
Total income / additions
$888,885
Benefits paid
$17,075
Administrative expenses
$319
Total expenses
$17,394
Net increase / (decrease)
$871,491
Schedule source
Schedule I

Related Form 5500 pages