Kell Family Dental, S.C. Profit Sharing 401(K) Plan — Form 5500 plan (Kell Family Dental, 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, Kell Family Dental, S.C. Profit Sharing 401(K) Plan is a benefit plan reported by Kell Family Dental, S.C. under EIN 39-1931127 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $1,008,220 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kell Family Dental, S.C.
- EIN
- 39-1931127
- Plan number
- 001
- Plan type
- 2
- Location
- Menasha, WI
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $1,008,220
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20240814091923NAL0011595825001 |
| 2023 | 5 | I | 20240814092706NAL0020039200001 |
| 2023 | 5 | I | 20250305114411NAL0014374880001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $630,069
- Net assets (EOY)
- $630,069
- Net assets (BOY)
- $496,205
Income & contributions
- Employer contributions
- $46,796
- Participant contributions
- $80,318
- Total income / additions
- $135,196
Expenses & distributions
- Administrative expenses
- $1,332
- Total expenses
- $1,332
- Net increase / (decrease)
- $133,864
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.