Periodontal Associates, Inc. Profit-Sharing Plan And Trust — Form 5500 plan (Periodontal Associates, Inc.)
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, Periodontal Associates, Inc. Profit-Sharing Plan And Trust is a benefit plan reported by Periodontal Associates, Inc. under EIN 34-1152033 and plan number 002. The latest loaded filing year is 2023. The filing reports 28 participants and $17,111,467 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Periodontal Associates, Inc.
- EIN
- 34-1152033
- Plan number
- 002
- Plan type
- 2
- Location
- Lyndhurst, OH
- Latest filing year
- 2023
- Participants
- 28
- End-of-year plan assets
- $17,111,467
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 28 | I | 20240424123802NAL0001913331001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $17,111,467
- Net assets (EOY)
- $17,111,467
- Net assets (BOY)
- $17,678,980
Income & contributions
- Participant contributions
- $213,797
- Total income / additions
- $3,202,982
Expenses & distributions
- Benefits paid
- $3,770,495
- Total expenses
- $3,770,495
- Net increase / (decrease)
- -$567,513
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.