Crystal Lake Oral & Maxillofacial Surgery Ltd 401(K) Profit Sharing Plan And Trust #009 — Form 5500 plan (Crystal Lake Oral & Maxillofacial)
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, Crystal Lake Oral & Maxillofacial Surgery Ltd 401(K) Profit Sharing Plan And Trust #009 is a benefit plan reported by Crystal Lake Oral & Maxillofacial under EIN 36-2684333 and plan number 009. The latest loaded filing year is 2023. The filing reports 11 participants and $3,378,571 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Crystal Lake Oral & Maxillofacial
- EIN
- 36-2684333
- Plan number
- 009
- Plan type
- 2
- Location
- Crystal Lake, IL
- Latest filing year
- 2023
- Participants
- 11
- End-of-year plan assets
- $3,378,571
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11 | I | 20241230161200NAL0027829968001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,378,571
- Total liabilities (EOY)
- $1,004
- Net assets (EOY)
- $3,377,567
- Net assets (BOY)
- $2,735,047
Income & contributions
- Employer contributions
- $18,121
- Participant contributions
- $141,787
- Total income / additions
- $692,686
Expenses & distributions
- Benefits paid
- $50,000
- Administrative expenses
- $166
- Total expenses
- $50,166
- Net increase / (decrease)
- $642,520
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.