2023 Form 5500 filing — Kolody Orthodontics 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 20240725155616NAL0024625280001) for Kolody Orthodontics 401k Profit Sharing Plan, reported by Kolody Orthodontics under EIN 26-0507578 and plan number 001. It reports 10 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$1,481,854
Participants10
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240725155616NAL0024625280001
Plan sponsor
Kolody Orthodontics
EIN
26-0507578
Plan number
001
Location
Turlock, CA
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$235.4K
Total expenses$13.3K
Benefits paid / distributionsNot reported
Contributions
Employer$26K
Participant$52.6K
Full reported line items
Total assets (EOY)
$1,481,854
Total liabilities (EOY)
$0
Net assets (EOY)
$1,481,854
Employer contributions
$26,011
Participant contributions
$52,560
Total income / additions
$235,432
Administrative expenses
$13,269
Total expenses
$13,269
Net increase / (decrease)
$222,163

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240725155616NAL0024625280001 cover?
It is the 2023 Form 5500 filing for Kolody Orthodontics 401k Profit Sharing Plan, reported by Kolody Orthodontics (EIN 26-0507578).
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