2023 Form 5500 filing — Moreland Ear, Nose & Throat Group, Ltd. 401(K) Profit Sharing 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 20251006182016NAL0002085715001) for Moreland Ear, Nose & Throat Group, Ltd. 401(K) Profit Sharing Plan, reported by Moreland Ear, Nose & Throat Group Ltd under EIN 39-1206302 and plan number 002. It reports 38 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.7MReported net assets$6,665,939
Participants38
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20251006182016NAL0002085715001
Plan sponsor
Moreland Ear, Nose & Throat Group Ltd
EIN
39-1206302
Plan number
002
Location
Waukesha, WI
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)$6.7M total assets
Net assets$6.7MLiabilities
Money in vs. money out
Total income / additions$1.2M
Total expenses$392.1K
Benefits paid / distributions$368.8K
Contributions
Employer$220.4K
Participant$141.2K
Full reported line items
Total assets (EOY)
$6,665,939
Net assets (EOY)
$6,665,939
Employer contributions
$220,393
Participant contributions
$141,202
Total income / additions
$1,224,299
Benefits paid
$368,848
Administrative expenses
$23,299
Total expenses
$392,147
Net increase / (decrease)
$832,152

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20251006182016NAL0002085715001 cover?
It is the 2023 Form 5500 filing for Moreland Ear, Nose & Throat Group, Ltd. 401(K) Profit Sharing Plan, reported by Moreland Ear, Nose & Throat Group Ltd (EIN 39-1206302).
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