Crystal Lake Oral & Maxillofacial Surgery Ltd Cash Or Deferred Profit Sharing Plan And Trust — Form 5500 plan (Lake Geneva Oral &)
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 Cash Or Deferred Profit Sharing Plan And Trust is a benefit plan reported by Lake Geneva Oral & under EIN 39-1142906 and plan number 007. The latest loaded filing year is 2023. The filing reports 42 participants and $27,945,732 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lake Geneva Oral &
- EIN
- 39-1142906
- Plan number
- 007
- Plan type
- 2
- Location
- Lake Geneva, WI
- Latest filing year
- 2023
- Participants
- 42
- End-of-year plan assets
- $27,945,732
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 42 | I | 20250102111200NAL0004355746001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $27,945,732
- Net assets (EOY)
- $27,945,732
- Net assets (BOY)
- $25,131,088
Income & contributions
- Employer contributions
- $270,997
- Participant contributions
- $207,847
- Total income / additions
- $4,410,081
Expenses & distributions
- Benefits paid
- $1,595,437
- Total expenses
- $1,595,437
- Net increase / (decrease)
- $2,814,644
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.