Lawton Orthodontics, P.A. Employees' Profit Sharing Plan And Trust — Form 5500 plan (Lawton Orthodontics, P.A.)
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, Lawton Orthodontics, P.A. Employees' Profit Sharing Plan And Trust is a benefit plan reported by Lawton Orthodontics, P.A. under EIN 59-1783253 and plan number 004. The latest loaded filing year is 2023. The filing reports 21 participants and $8,656,615 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lawton Orthodontics, P.A.
- EIN
- 59-1783253
- Plan number
- 004
- Plan type
- 2
- Location
- Winter Park, FL
- Latest filing year
- 2023
- Participants
- 21
- End-of-year plan assets
- $8,656,615
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 21 | I | 20241219144328NAL0004511201001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,656,615
- Total liabilities (EOY)
- $5,396
- Net assets (EOY)
- $8,651,219
- Net assets (BOY)
- $7,758,126
Income & contributions
- Employer contributions
- $80,825
- Participant contributions
- $88,025
- Total income / additions
- $1,257,937
Expenses & distributions
- Benefits paid
- $364,844
- Total expenses
- $364,844
- Net increase / (decrease)
- $893,093
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.