2023 Form 5500 filing — American Orthodontics Corporation Employees' Wage Investment 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 20240919092616NAL0003401171001) for American Orthodontics Corporation Employees' Wage Investment Plan, reported by American Orthodontics Corporation under EIN 39-1093323 and plan number 002. It reports 972 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919092616NAL0003401171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Orthodontics Corporation
- EIN
- 39-1093323
- Plan number
- 002
- Location
- Sheboygan, WI
- Participants
- 972
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,236,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,236,029
- Employer contributions
- $2,524,675
- Participant contributions
- $3,360,435
- Total income / additions
- $16,903,668
- Benefits paid
- $5,620,469
- Administrative expenses
- $148,866
- Total expenses
- $5,769,335
- Net increase / (decrease)
- $11,134,333
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | SERVICE PROVIDER | $95,649 | $0 |
| Hub International | SERVICE PROVIDER | $35,000 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | SERVICE PROVIDER | $18,217 | not reported in the loaded dataset |