2023 Form 5500 filing — Boulder Oral & Maxillofacial Surgery Defined Benefit Pension 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 20241015162911NAL0015081123005) for Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust, reported by Boulder Oral & Maxillofacial Surgery under EIN 95-4872515 and plan number 002. It reports 15 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.3MReported net assets$2,342,865
Participants15
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015162911NAL0015081123005
Plan sponsor
Boulder Oral & Maxillofacial Surgery
EIN
95-4872515
Plan number
002
Location
Poway, CA
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)$2.3M total assets
Net assets$2.3MLiabilities
Money in vs. money out
Total income / additions$469.7K
Total expenses$20K
Benefits paid / distributionsNot reported
Contributions
Employer$112.3K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$2,342,865
Net assets (EOY)
$2,342,865
Employer contributions
$112,304
Total income / additions
$469,745
Administrative expenses
$19,988
Total expenses
$19,988
Net increase / (decrease)
$449,757

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015162911NAL0015081123005 cover?
It is the 2023 Form 5500 filing for Boulder Oral & Maxillofacial Surgery Defined Benefit Pension Plan & Trust, reported by Boulder Oral & Maxillofacial Surgery (EIN 95-4872515).
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