John O'Brien Dds, P.C. Profit Sharing Plan — Form 5500 plan (John O'Brien Dds, P.C.)

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, John O'Brien Dds, P.C. Profit Sharing Plan is a benefit plan reported by John O'Brien Dds, P.C. under EIN 22-2283475 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $1,376,066 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
John O'Brien Dds, P.C.
EIN
22-2283475
Plan number
001
Plan type
2
Location
New Windsor, NY
Latest filing year
2023
Participants
5
End-of-year plan assets
$1,376,066

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235I20240806130007NAL0002282049002

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$1,376,066
Total liabilities (EOY)
$88
Net assets (EOY)
$1,375,978
Net assets (BOY)
$1,106,266

Income & contributions

Employer contributions
$32,428
Participant contributions
$56,967
Total income / additions
$278,800

Expenses & distributions

Total expenses
$9,088
Net increase / (decrease)
$269,712

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages