2023 Form 5500 filing — North American Dental Management, LLC 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 20240930084427NAL0010803698001) for North American Dental Management, LLC 401(K) Plan, reported by North American Dental Management, LLC under EIN 27-4348426 and plan number 003. It reports 3,519 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930084427NAL0010803698001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- North American Dental Management, LLC
- EIN
- 27-4348426
- Plan number
- 003
- Location
- New Castle, PA
- Participants
- 3,519
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,689,528
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,689,528
- Employer contributions
- $524,967
- Participant contributions
- $9,684,603
- Total income / additions
- $20,779,676
- Benefits paid
- $6,165,730
- Administrative expenses
- $217,228
- Total expenses
- $6,390,341
- Net increase / (decrease)
- $14,389,335
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $137,773 | $0 |
| Marcum Wealth LLC | ADVISOR | $79,455 | not reported in the loaded dataset |