2023 Form 5500 filing — Atlanta Dental Supply Company Employees Retirement Plan And Trust
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 20241002054411NAL0014353056001) for Atlanta Dental Supply Company Employees Retirement Plan And Trust, reported by Atlanta Dental Supply Company under EIN 58-1402148 and plan number 001. It reports 218 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002054411NAL0014353056001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Atlanta Dental Supply Company
- EIN
- 58-1402148
- Plan number
- 001
- Location
- Duluth, GA
- Participants
- 218
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,652,698
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,652,698
- Employer contributions
- $280,296
- Participant contributions
- $878,596
- Total income / additions
- $3,333,414
- Benefits paid
- $871,187
- Administrative expenses
- $81,999
- Total expenses
- $953,186
- Net increase / (decrease)
- $2,380,228
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $33,166 | $0 |
| International Assets Advisory, LLC | INVESTMENT ADVISORY-PLAN | $26,612 | not reported in the loaded dataset |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISORY-PLAN | $16,869 | not reported in the loaded dataset |
| Futureplan By Ascensus | RECORDKEEPER | $5,106 | $47 |
| Charles Schwab & Co., Inc. | SECURITIES BROKERAGE | $2 | $0 |