2023 Form 5500 filing — Rose Orthodontics, P.C.

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 20241014190219NAL0015449859001) for Rose Orthodontics, P.C., reported by Rose Orthodontics, P.C under EIN 36-2887738 and plan number 002. It reports 31 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants31
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014190219NAL0015449859001
Plan sponsor
Rose Orthodontics, P.C
EIN
36-2887738
Plan number
002
Location
Watseka, IL
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.

Money in vs. money out
Total income / additions$344.1K
Total expenses$3.9M
Benefits paid / distributions$3.9M
Contributions
Employer$8K
Participant$39.8K
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$8,048
Participant contributions
$39,756
Total income / additions
$344,060
Benefits paid
$3,854,535
Administrative expenses
$184
Total expenses
$3,868,986
Net increase / (decrease)
-$3,524,926

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014190219NAL0015449859001 cover?
It is the 2023 Form 5500 filing for Rose Orthodontics, P.C., reported by Rose Orthodontics, P.C (EIN 36-2887738).
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