2023 Form 5500 filing — Carbon Oral Associates Pc 401(K) Retirement 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 20250115141200NAL0021795905002) for Carbon Oral Associates Pc 401(K) Retirement Plan, reported by Carbon Oral Surgery Associates Pc under EIN 22-2301622 and plan number 003. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$820.6KReported net assets$820,638
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250115141200NAL0021795905002
Plan sponsor
Carbon Oral Surgery Associates Pc
EIN
22-2301622
Plan number
003
Location
Lehighton, PA
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)$820.6K total assets
Net assets$820.6KLiabilities
Money in vs. money out
Total income / additions$133.1K
Total expensesNot reported
Benefits paid / distributionsNot reported
Contributions
EmployerNot reported
Participant$21.9K
Full reported line items
Total assets (EOY)
$820,638
Net assets (EOY)
$820,638
Participant contributions
$21,858
Total income / additions
$133,127
Net increase / (decrease)
$133,127

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250115141200NAL0021795905002 cover?
It is the 2023 Form 5500 filing for Carbon Oral Associates Pc 401(K) Retirement Plan, reported by Carbon Oral Surgery Associates Pc (EIN 22-2301622).
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