2023 Form 5500 filing — Family Orthodontics Inc 401(K) 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 20241014071641NAL0043756064001) for Family Orthodontics Inc 401(K) Profit Sharing Plan & Trust, reported by Family Orthodontics Inc under EIN 04-3581871 and plan number 001. It reports 676 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$4.8MReported net assets$4,777,284
Participants676
Provider compensation$25.1K2 Schedule C row(s)$25,072
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014071641NAL0043756064001
- Plan sponsor
- Family Orthodontics Inc
- EIN
- 04-3581871
- Plan number
- 001
- Location
- Milford, MA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$4.8M total assets
Net assets$4.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,777,284
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,777,284
- Employer contributions
- $0
- Participant contributions
- $1,106,896
- Total income / additions
- $1,876,420
- Benefits paid
- $253,802
- Administrative expenses
- $25,932
- Total expenses
- $321,666
- Net increase / (decrease)
- $1,554,754
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $12,746 | not reported in the loaded dataset |
| Kestra Advisory Services | ADVISOR | $12,326 | not reported in the loaded dataset |