Kerzner Orthodontics Pc 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Kerzner Orthodontics Pc)
Plain-English plan 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, Kerzner Orthodontics Pc 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Kerzner Orthodontics Pc under EIN 20-5914436 and plan number 003. The latest loaded filing year is 2023. The filing reports 11 participants and $5,518,022 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kerzner Orthodontics Pc
- EIN
- 20-5914436
- Plan number
- 003
- Plan type
- 2
- Location
- Skokie, IL
- Latest filing year
- 2023
- Participants
- 11
- End-of-year plan assets
- $5,518,022
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11 | I | 20240707101201NAL0012756945001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,518,022
- Net assets (EOY)
- $5,518,022
- Net assets (BOY)
- $4,809,841
Income & contributions
- Employer contributions
- $74,931
- Participant contributions
- $71,820
- Total income / additions
- $750,774
Expenses & distributions
- Benefits paid
- $42,542
- Administrative expenses
- $51
- Total expenses
- $42,593
- Net increase / (decrease)
- $708,181
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.