2023 Form 5500 filing — Chestnut Dental Associates, P.C. Profit Sharing 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 20241011103455NAL0021679889001) for Chestnut Dental Associates, P.C. Profit Sharing Plan, reported by Chestnut Dental Associates, P.C. under EIN 04-2629568 and plan number 001. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011103455NAL0021679889001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chestnut Dental Associates, P.C.
- EIN
- 04-2629568
- Plan number
- 001
- Location
- Needham, MA
- Participants
- 157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,480,890
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,480,890
- Employer contributions
- $378,085
- Participant contributions
- $860,234
- Total income / additions
- $4,931,923
- Benefits paid
- $495,622
- Administrative expenses
- $39,324
- Total expenses
- $534,946
- Net increase / (decrease)
- $4,396,977
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Benefits Group, Inc. | N/A | $22,860 | not reported in the loaded dataset |
| Sentinel Pension Advisors | N/A | $8,933 | not reported in the loaded dataset |
| National Financial Services LLC | N/A | $7,531 | not reported in the loaded dataset |