2023 Form 5500 filing — Illinois Valley Endodontics, LLC Retirement Plan And Trust

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 20240626151547NAL0009507233001) for Illinois Valley Endodontics, LLC Retirement Plan And Trust, reported by Illinois Valley Endodontics, LLC under EIN 36-4417516 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.5MReported net assets$1,489,235
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240626151547NAL0009507233001
Plan sponsor
Illinois Valley Endodontics, LLC
EIN
36-4417516
Plan number
001
Location
Peru, 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)$1.5M total assets
Net assets$1.5MLiabilities$0
Money in vs. money out
Total income / additions$178.3K
Total expenses$12.1K
Benefits paid / distributions$0
Contributions
Employer$49.7K
Participant$52.7K
Full reported line items
Total assets (EOY)
$1,489,235
Total liabilities (EOY)
$0
Net assets (EOY)
$1,489,235
Employer contributions
$49,680
Participant contributions
$52,717
Total income / additions
$178,260
Benefits paid
$0
Administrative expenses
$12,078
Total expenses
$12,078
Net increase / (decrease)
$166,182

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240626151547NAL0009507233001 cover?
It is the 2023 Form 5500 filing for Illinois Valley Endodontics, LLC Retirement Plan And Trust, reported by Illinois Valley Endodontics, LLC (EIN 36-4417516).
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