Lowcountry Orthodontics 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Lowcountry Orthodontics)
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, Lowcountry Orthodontics 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Lowcountry Orthodontics under EIN 82-0538188 and plan number 001. The latest loaded filing year is 2023. The filing reports 16 participants and $1,394,584 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lowcountry Orthodontics
- EIN
- 82-0538188
- Plan number
- 001
- Plan type
- 2
- Location
- Summerville, SC
- Latest filing year
- 2023
- Participants
- 16
- End-of-year plan assets
- $1,394,584
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16 | I | 20240515095820NAL0065902930001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,394,584
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,394,584
- Net assets (BOY)
- $1,039,277
Income & contributions
- Employer contributions
- $18,560
- Participant contributions
- $57,782
- Total income / additions
- $370,456
Expenses & distributions
- Benefits paid
- $14,936
- Administrative expenses
- $213
- Total expenses
- $15,149
- Net increase / (decrease)
- $355,307
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.