Plan5500

2023 Form 5500 filing — Atlantic Dental Care 401(K) 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 20241014115250NAL0014873347001) for Atlantic Dental Care 401(K) Profit Sharing Plan, reported by Atlantic Dental Care, Plc under EIN 45-5402141 and plan number 001. It reports 826 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014115250NAL0014873347001
Filing year
2023
Form type
2
Plan sponsor
Atlantic Dental Care, Plc
EIN
45-5402141
Plan number
001
Location
Estero, FL
Participants
826
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$76,009,114
Total liabilities (EOY)
$45,190
Net assets (EOY)
$75,963,924
Employer contributions
$3,710,177
Participant contributions
$3,459,680
Total income / additions
$18,573,212
Benefits paid
$9,469,039
Administrative expenses
$178,069
Total expenses
$9,690,715
Net increase / (decrease)
$8,882,497
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Wellington Consulting Service, Inc.INVESTMENT ADVISOR$167,229not reported in the loaded dataset
Wellington Retirement Solutions,IncRECORDKEEPER$9,228not reported in the loaded dataset
Steigerwald Gordon & KochINVESTMENT ADVISOR$6,448not reported in the loaded dataset
Charles Schwab & Co., Inc.CUSTODIAN$5,875$0
Cerity Partners LLCINVESTMENT ADVISOR$1,640not reported in the loaded dataset
Financial Security Advisory InINVESTMENT ADVISOR$250not reported in the loaded dataset

Related Form 5500 pages