Waushara Dental Associates, S.C. Profit Sharing Plan — Form 5500 plan (Waushara Dental Associates, S.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, Waushara Dental Associates, S.C. Profit Sharing Plan is a benefit plan reported by Waushara Dental Associates, S.C. under EIN 39-1328299 and plan number 001. The latest loaded filing year is 2023. The filing reports 28 participants and $5,131,238 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.1MPlan net assets, end of year$5,131,238
Participants28Covered participants reported
Assets / participant$183.3KComputed: assets ÷ participants$183,259 (computed)
Provider compensationNone reported
Plan sponsor
Waushara Dental Associates, S.C.
EIN
39-1328299
Plan number
001
Plan type
2
Location
Wautoma, WI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202328I20241001092556NAL0006856369001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5.1M total assets
Net assets$5.1MLiabilities$0
Money in vs. money out
Total income / additions$958.7K
Total expenses$54K
Benefits paid / distributions$36.5K
Contributions
Employer$63.8K
Participant$138.2K
Full reported line items

Net assets

Total assets (EOY)
$5,131,238
Total liabilities (EOY)
$0
Net assets (EOY)
$5,131,238
Net assets (BOY)
$4,226,531

Income & contributions

Employer contributions
$63,841
Participant contributions
$138,166
Total income / additions
$958,702

Expenses & distributions

Benefits paid
$36,462
Administrative expenses
$17,533
Total expenses
$53,995
Net increase / (decrease)
$904,707
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 32%Participant 68%
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income4%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages