2023 Form 5500 filing — Lawton Orthodontics, P.A. Employees' Profit Sharing Plan And 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 20241219144328NAL0004511201001) for Lawton Orthodontics, P.A. Employees' Profit Sharing Plan And Trust, reported by Lawton Orthodontics, P.A. under EIN 59-1783253 and plan number 004. It reports 21 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20241219144328NAL0004511201001
Filing year
2023
Form type
2
Plan sponsor
Lawton Orthodontics, P.A.
EIN
59-1783253
Plan number
004
Location
Winter Park, FL
Participants
21
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$8,656,615
Total liabilities (EOY)
$5,396
Net assets (EOY)
$8,651,219
Employer contributions
$80,825
Participant contributions
$88,025
Total income / additions
$1,257,937
Benefits paid
$364,844
Total expenses
$364,844
Net increase / (decrease)
$893,093
Schedule source
Schedule I

Related Form 5500 pages