2023 Form 5500 filing — Oneida County Orthodontics P.C. 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 20241001074154NAL0011099024001) for Oneida County Orthodontics P.C. 401k Profit Sharing Plan, reported by Oneida County Orthodontics P.C. under EIN 83-1776187 and plan number 001. It reports 21 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$464.4KReported net assets$464,359
Participants21
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241001074154NAL0011099024001
Plan sponsor
Oneida County Orthodontics P.C.
EIN
83-1776187
Plan number
001
Location
Rome, NY
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)$464.4K total assets
Net assets$464.4KLiabilities$0
Money in vs. money out
Total income / additions$154.4K
Total expenses$7.6K
Benefits paid / distributions$2.1K
Contributions
Employer$58.7K
Participant$45K
Full reported line items
Total assets (EOY)
$464,359
Total liabilities (EOY)
$0
Net assets (EOY)
$464,359
Employer contributions
$58,734
Participant contributions
$45,000
Total income / additions
$154,389
Benefits paid
$2,072
Administrative expenses
$5,552
Total expenses
$7,624
Net increase / (decrease)
$146,765

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001074154NAL0011099024001 cover?
It is the 2023 Form 5500 filing for Oneida County Orthodontics P.C. 401k Profit Sharing Plan, reported by Oneida County Orthodontics P.C. (EIN 83-1776187).
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