Ackley, Ackley & Wise, Dmds, Pa Profit Sharing Plan — Form 5500 plan (Ackley, Ackley & Wise, Dmds, Pa)
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, Ackley, Ackley & Wise, Dmds, Pa Profit Sharing Plan is a benefit plan reported by Ackley, Ackley & Wise, Dmds, Pa under EIN 59-2209155 and plan number 001. The latest loaded filing year is 2023. The filing reports 37 participants and $21,144,757 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ackley, Ackley & Wise, Dmds, Pa
- EIN
- 59-2209155
- Plan number
- 001
- Plan type
- 2
- Location
- Spring Hill, FL
- Latest filing year
- 2023
- Participants
- 37
- End-of-year plan assets
- $21,144,757
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 37 | I | 20250226145637NAL0001108145001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $21,144,757
- Net assets (EOY)
- $21,144,757
- Net assets (BOY)
- $19,758,664
Income & contributions
- Employer contributions
- $245,585
- Participant contributions
- $160,538
- Total income / additions
- $1,634,643
Expenses & distributions
- Benefits paid
- $156,335
- Administrative expenses
- $92,215
- Total expenses
- $248,550
- Net increase / (decrease)
- $1,386,093
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.