2023 Form 5500 filing — Apex Dental Partners 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 20241003100931NAL0009716081001) for Apex Dental Partners 401(K) Plan, reported by Apex Dental Partners under EIN 47-1208403 and plan number 001. It reports 638 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003100931NAL0009716081001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Apex Dental Partners
- EIN
- 47-1208403
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 638
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,935,375
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,935,375
- Employer contributions
- $887,077
- Participant contributions
- $1,986,524
- Total income / additions
- $4,536,348
- Benefits paid
- $839,972
- Administrative expenses
- $62,366
- Total expenses
- $902,338
- Net increase / (decrease)
- $3,634,010
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | RI, IA | $24,817 | $0 |
| Qualfied Plan Consulatants | RI, IA | $3,600 | $0 |
| John Hancock Life Insurance | RECORDKEEPER | $2,250 | $0 |