2023 Form 5500 filing — Creating Beautiful Smiles 401(K) 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 20240629101200NAL0001857489001) for Creating Beautiful Smiles 401(K) Plan And Trust, reported by Creating Beautiful Smiles Sc under EIN 81-3653025 and plan number 002. 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)$1.2MReported net assets$1,197,823
Participants15
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240629101200NAL0001857489001
Plan sponsor
Creating Beautiful Smiles Sc
EIN
81-3653025
Plan number
002
Location
Kenosha, WI
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)$1.2M total assets
Net assets$1.2MLiabilities
Money in vs. money out
Total income / additions$194.5K
Total expenses$580.4K
Benefits paid / distributions$580.1K
Contributions
Employer$22.1K
Participant$44.4K
Full reported line items
Total assets (EOY)
$1,197,823
Net assets (EOY)
$1,197,823
Employer contributions
$22,121
Participant contributions
$44,351
Total income / additions
$194,526
Benefits paid
$580,144
Administrative expenses
$260
Total expenses
$580,404
Net increase / (decrease)
-$385,878

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240629101200NAL0001857489001 cover?
It is the 2023 Form 5500 filing for Creating Beautiful Smiles 401(K) Plan And Trust, reported by Creating Beautiful Smiles Sc (EIN 81-3653025).
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