2023 Form 5500 filing — Affinity Dental 401-K Retirement 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 20241010090406NAL0035337744001) for Affinity Dental 401-K Retirement Plan, reported by Affinity Dental under EIN 82-1866847 and plan number 001. It reports 256 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010090406NAL0035337744001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Affinity Dental
- EIN
- 82-1866847
- Plan number
- 001
- Location
- Holyoke, MA
- Participants
- 256
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,647,769
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,647,769
- Employer contributions
- $427,042
- Participant contributions
- $880,064
- Total income / additions
- $4,143,990
- Benefits paid
- $820,225
- Administrative expenses
- $89,182
- Total expenses
- $944,999
- Net increase / (decrease)
- $3,198,991
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $72,997 | $8,379 |
| Raymond James & Assoc Inc | INVESTMENT ADVISORY | $0 | $40,201 |
| The Benefit Practice | THIRD PARTY ADMIN | $16,185 | not reported in the loaded dataset |