2023 Form 5500 filing — Curve Dental 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 20240905172313NAL0000031410001) for Curve Dental 401(K) Plan, reported by Cd Newco, LLC under EIN 82-4262769 and plan number 001. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.9MReported net assets$2,922,110
Participants135
Provider compensation$23.9K1 Schedule C row(s)$23,909
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240905172313NAL0000031410001
Plan sponsor
Cd Newco, LLC
EIN
82-4262769
Plan number
001
Location
Provo, UT
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.9M total assets
Net assets$2.9MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$171.9K
Benefits paid / distributions$160.3K
Contributions
Employer$344.1K
Participant$719.6K
Full reported line items
Total assets (EOY)
$2,922,110
Total liabilities (EOY)
$0
Net assets (EOY)
$2,922,110
Employer contributions
$344,112
Participant contributions
$719,610
Total income / additions
$1,424,385
Benefits paid
$160,255
Administrative expenses
$7,769
Total expenses
$171,931
Net increase / (decrease)
$1,252,454
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $23.9K

Related Form 5500 pages