2023 Form 5500 filing — Affiliated Lakes Oral & Maxillofacial Surgery Ltd 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 20240722110200NAL0009829809005) for Affiliated Lakes Oral & Maxillofacial Surgery Ltd Profit Sharing Plan, reported by Affiliated Lakes Oral & under EIN 20-3304874 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$220.6KReported net assets$220,582
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240722110200NAL0009829809005
Plan sponsor
Affiliated Lakes Oral &
EIN
20-3304874
Plan number
001
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)$220.6K total assets
Net assets$220.6KLiabilities
Money in vs. money out
Total income / additions$46.1K
Total expenses$45.8K
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$220,582
Net assets (EOY)
$220,582
Total income / additions
$46,100
Administrative expenses
$45,801
Total expenses
$45,801
Net increase / (decrease)
$299

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240722110200NAL0009829809005 cover?
It is the 2023 Form 5500 filing for Affiliated Lakes Oral & Maxillofacial Surgery Ltd Profit Sharing Plan, reported by Affiliated Lakes Oral & (EIN 20-3304874).
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