Behrmann Orthodontics, Pllc 401k — Form 5500 plan (Behrmann Orthodontics, Pllc)

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, Behrmann Orthodontics, Pllc 401k is a benefit plan reported by Behrmann Orthodontics, Pllc under EIN 45-3858139 and plan number 001. The latest loaded filing year is 2023. The filing reports 39 participants and $1,104,168 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.1MPlan net assets, end of year$1,104,168
Participants39Covered participants reported
Assets / participant$28.3KComputed: assets ÷ participants$28,312 (computed)
Provider compensationNone reported
Plan sponsor
Behrmann Orthodontics, Pllc
EIN
45-3858139
Plan number
001
Plan type
2
Location
Midwest City, OK
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202339I20241015104646NAL0048901376008
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)$1.1M total assets
Net assets$1.1MLiabilities$0
Money in vs. money out
Total income / additions$184.9K
Total expenses$212.7K
Benefits paid / distributions$203.7K
Contributions
Employer$31.9K
Participant$54.1K
Full reported line items

Net assets

Total assets (EOY)
$1,104,168
Total liabilities (EOY)
$0
Net assets (EOY)
$1,104,168
Net assets (BOY)
$1,131,974

Income & contributions

Employer contributions
$31,899
Participant contributions
$54,123
Total income / additions
$184,923

Expenses & distributions

Benefits paid
$203,666
Administrative expenses
$9,063
Total expenses
$212,729
Net increase / (decrease)
-$27,806
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 37%Participant 63%
Total expenses ÷ net assets19%Computed ratio
Benefits paid ÷ total income110%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages