2023 Form 5500 filing — Dental Depot 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 20240930132430NAL0011231858001) for Dental Depot 401(K) Plan, reported by Dental Depot Dso, LLC under EIN 84-4189198 and plan number 004. It reports 945 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930132430NAL0011231858001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dental Depot Dso, LLC
- EIN
- 84-4189198
- Plan number
- 004
- Location
- Oklahoma City, OK
- Participants
- 945
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,544,887
- Total liabilities (EOY)
- $171
- Net assets (EOY)
- $7,544,716
- Employer contributions
- $0
- Participant contributions
- $1,725,766
- Total income / additions
- $2,903,784
- Benefits paid
- $886,076
- Administrative expenses
- $68,918
- Total expenses
- $957,199
- Net increase / (decrease)
- $1,946,585
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $45,227 | $0 |
| Stephens Group Asset Management LLC | INVESTMENT ADVISOR | $21,086 | not reported in the loaded dataset |
| Leafhouse Financial Advisors, LLC | OTHER | $1,253 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $588 | not reported in the loaded dataset |