2023 Form 5500 filing — Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Th
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 20240827051233NAL0018998368001) for Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Th, reported by The Super Dentists, Inc. under EIN 27-0148775 and plan number 001. It reports 226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827051233NAL0018998368001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Super Dentists, Inc.
- EIN
- 27-0148775
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 226
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,883,619
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,883,619
- Employer contributions
- $210,485
- Participant contributions
- $328,023
- Total income / additions
- $1,533,403
- Benefits paid
- $345,756
- Administrative expenses
- $22,913
- Total expenses
- $387,303
- Net increase / (decrease)
- $1,146,100
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Golden State Wealth Management LLC | INVESTMENT/FINANCIAL ADVI | $15,332 | $0 |
| Adp, Inc. | RECORD KEEPER | $7,581 | $0 |