2023 Form 5500 filing — Cvdc 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 20241014101726NAL0025906209001) for Cvdc 401(K) Plan, reported by Central Virginia Dental Care, Plc under EIN 81-3793901 and plan number 001. It reports 835 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014101726NAL0025906209001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Central Virginia Dental Care, Plc
- EIN
- 81-3793901
- Plan number
- 001
- Location
- Colonial Heights, VA
- Participants
- 835
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $86,140,098
- Total liabilities (EOY)
- $4,438
- Net assets (EOY)
- $86,135,660
- Employer contributions
- $3,734,936
- Participant contributions
- $2,847,446
- Total income / additions
- $20,514,549
- Benefits paid
- $9,439,121
- Administrative expenses
- $205,146
- Total expenses
- $9,647,131
- Net increase / (decrease)
- $10,867,418
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellington Consulting Services, Inc | INVESTMENT ADVISOR | $180,544 | not reported in the loaded dataset |
| Forum Financial Management Lp | INVESTMENT ADVISOR | $12,691 | not reported in the loaded dataset |
| Signature Investment Advisors | INVESTMENT ADVISOR | $9,766 | not reported in the loaded dataset |
| Wellington Retirement Solutions,Inc | RECORDKEEPER | $8,695 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | INVESTMENT ADVISOR | $5,181 | $0 |