2023 Form 5500 filing — Ultradent Products, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240627171207NAL0011658321001) for Ultradent Products, Inc. 401(K) Plan, reported by Ultradent Products, Inc. under EIN 87-0336957 and plan number 001. It reports 1,725 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240627171207NAL0011658321001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ultradent Products, Inc.
- EIN
- 87-0336957
- Plan number
- 001
- Location
- South Jordan, UT
- Participants
- 1,725
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $94,478,538
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $94,478,538
- Employer contributions
- $3,316,254
- Participant contributions
- $6,956,766
- Total income / additions
- $25,784,635
- Benefits paid
- $8,365,214
- Administrative expenses
- $249,935
- Total expenses
- $8,615,149
- Net increase / (decrease)
- $17,169,486
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Soltis Investment Advisors LLC | INVEST ADVISOR/ADVISOR | $202,338 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $31,035 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $22,206 | not reported in the loaded dataset |