Bailey-Welling Orthodontics, Pllc Profit Sharing Plan — Form 5500 plan (Bailey-Welling 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, Bailey-Welling Orthodontics, Pllc Profit Sharing Plan is a benefit plan reported by Bailey-Welling Orthodontics, Pllc under EIN 87-0332393 and plan number 001. The latest loaded filing year is 2023. The filing reports 21 participants and $3,628,677 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bailey-Welling Orthodontics, Pllc
- EIN
- 87-0332393
- Plan number
- 001
- Plan type
- 2
- Location
- Bountiful, UT
- Latest filing year
- 2023
- Participants
- 21
- End-of-year plan assets
- $3,628,677
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 21 | I | 20240517143828NAL0052650800001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,628,677
- Total liabilities (EOY)
- $346
- Net assets (EOY)
- $3,628,331
- Net assets (BOY)
- $2,846,024
Income & contributions
- Employer contributions
- $28,014
- Participant contributions
- $52,500
- Total income / additions
- $795,789
Expenses & distributions
- Benefits paid
- $3,815
- Administrative expenses
- $1,268
- Total expenses
- $13,482
- Net increase / (decrease)
- $782,307
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.