Valley Oak Dental Group — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Valley Oak Dental Group (EIN 68-0318196) is a plan sponsor located in Manteca, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
68-0318196
Location
Manteca, CA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$7,571,775
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$7,571,775

Contributions & income

Employer contributions
$35,605
Participant contributions
$286,780
Total income / additions
$1,604,241

Expenses & distributions

Benefits paid / distributions
$260,514
Total expenses
$269,198
Net increase / (decrease)
$1,335,043

Coverage

Total reported participants
69
Plans with financial statements
1
Plans with provider compensation
0

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Valley Oak Dental Group plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Valley Oak Dental Group 401(K) Plan00169$7,571,7752023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Valley Oak Dental Group
YearPlanParticipantsSchedulesFiling
2023Valley Oak Dental Group 401(K) Plan69I20240610092159NAL0047241920001

Related Form 5500 pages