Littlefield & Lovell Orthodontics Ltd Employees Profit Sharing Plan And Trust — Form 5500 plan (Lovell Orthodontics)
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, Littlefield & Lovell Orthodontics Ltd Employees Profit Sharing Plan And Trust is a benefit plan reported by Lovell Orthodontics under EIN 37-1107390 and plan number 002. The latest loaded filing year is 2023. The filing reports 12 participants and $1,549,405 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lovell Orthodontics
- EIN
- 37-1107390
- Plan number
- 002
- Plan type
- 2
- Location
- Morton, IL
- Latest filing year
- 2023
- Participants
- 12
- End-of-year plan assets
- $1,549,405
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12 | I | 20240427110200NAL0012788467001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,549,405
- Net assets (EOY)
- $1,549,405
- Net assets (BOY)
- $1,306,615
Income & contributions
- Employer contributions
- $85,857
- Participant contributions
- $45,000
- Total income / additions
- $322,470
Expenses & distributions
- Benefits paid
- $79,680
- Total expenses
- $79,680
- Net increase / (decrease)
- $242,790
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.