2023 Form 5500 filing — Addiego Orthodontics LLC Cash Balance 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 20241014115214NAL0013233603001) for Addiego Orthodontics LLC Cash Balance Plan, reported by Addiego Orthodontics LLC under EIN 20-5174466 and plan number 002. It reports 10 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$465.2KReported net assets$465,219
Participants10
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014115214NAL0013233603001
Plan sponsor
Addiego Orthodontics LLC
EIN
20-5174466
Plan number
002
Location
Manahawkin, NJ
Received date
not reported in the loaded dataset
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)$465.2K total assets
Net assets$465.2KLiabilities
Money in vs. money out
Total income / additions$116.7K
Total expenses$0
Benefits paid / distributionsNot reported
Contributions
Employer$86K
Participant$0
Full reported line items
Total assets (EOY)
$465,219
Net assets (EOY)
$465,219
Employer contributions
$86,041
Participant contributions
$0
Total income / additions
$116,716
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$116,716

Related Form 5500 pages