Oak Grove Family Dentistry Cash Balance Plan — Form 5500 plan (Oak Grove Family Dentistry)
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, Oak Grove Family Dentistry Cash Balance Plan is a benefit plan reported by Oak Grove Family Dentistry under EIN 64-0793028 and plan number 002. The latest loaded filing year is 2023. The filing reports 25 participants and $4,700,049 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oak Grove Family Dentistry
- EIN
- 64-0793028
- Plan number
- 002
- Plan type
- 2
- Location
- Hattiesburg, MS
- Latest filing year
- 2023
- Participants
- 25
- End-of-year plan assets
- $4,700,049
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 25 | I | 20241008155346NAL0029147248001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,700,049
- Net assets (EOY)
- $4,700,049
- Net assets (BOY)
- $3,862,237
Income & contributions
- Employer contributions
- $644,700
- Total income / additions
- $837,812
Expenses & distributions
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $837,812
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.