2023 Form 5500 filing — Oral Surgery Associates, Llp 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 20240819125858NAL0001473217001) for Oral Surgery Associates, Llp Profit Sharing Plan & Trust, reported by Oral Surgery Associates Of Northeast Louisiana, L.L.P. under EIN 72-1296849 and plan number 001. It reports 24 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.1MReported net assets$2,056,252
Participants24
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240819125858NAL0001473217001
Plan sponsor
Oral Surgery Associates Of Northeast Louisiana, L.L.P.
EIN
72-1296849
Plan number
001
Location
Monroe, LA
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)$2.1M total assets
Net assets$2.1MLiabilities
Money in vs. money out
Total income / additions$522.4K
Total expenses$3.7M
Benefits paid / distributions$3.7M
Contributions
Employer$115.7K
Participant$77.6K
Full reported line items
Total assets (EOY)
$2,056,252
Net assets (EOY)
$2,056,252
Employer contributions
$115,738
Participant contributions
$77,555
Total income / additions
$522,394
Benefits paid
$3,670,109
Administrative expenses
$5,984
Total expenses
$3,676,093
Net increase / (decrease)
-$3,153,699

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240819125858NAL0001473217001 cover?
It is the 2023 Form 5500 filing for Oral Surgery Associates, Llp Profit Sharing Plan & Trust, reported by Oral Surgery Associates Of Northeast Louisiana, L.L.P. (EIN 72-1296849).
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