2023 Form 5500 filing — Findlay Orthodontics, Inc. Employees Profit Sharing Plan & 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 20240730080009NAL0044703634001) for Findlay Orthodontics, Inc. Employees Profit Sharing Plan & Trust, reported by Findlay Orthodontics, Inc. under EIN 34-1110867 and plan number 003. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2MReported net assets$2,048,869
Participants7
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240730080009NAL0044703634001
Plan sponsor
Findlay Orthodontics, Inc.
EIN
34-1110867
Plan number
003
Location
Findlay, OH
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)$2M total assets
Net assets$2MLiabilities
Money in vs. money out
Total income / additions$392K
Total expenses$27.6K
Benefits paid / distributions$25K
Contributions
Employer$80.2K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$2,048,869
Net assets (EOY)
$2,048,869
Employer contributions
$80,183
Total income / additions
$392,043
Benefits paid
$24,966
Administrative expenses
$2,632
Total expenses
$27,598
Net increase / (decrease)
$364,445

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240730080009NAL0044703634001 cover?
It is the 2023 Form 5500 filing for Findlay Orthodontics, Inc. Employees Profit Sharing Plan & Trust, reported by Findlay Orthodontics, Inc. (EIN 34-1110867).
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