2023 Form 5500 filing — Retriever Medical Dental Payments 401(K) Profit Sharing
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 20241015070927NAL0027744385001) for Retriever Medical Dental Payments 401(K) Profit Sharing, reported by Retriever Medical Dental Payment under EIN 81-5161611 and plan number 001. It reports 323 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015070927NAL0027744385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Retriever Medical Dental Payment
- EIN
- 81-5161611
- Plan number
- 001
- Location
- Valhalla, NY
- Participants
- 323
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,178,074
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,178,074
- Employer contributions
- $526,574
- Participant contributions
- $1,738,970
- Total income / additions
- $4,733,511
- Benefits paid
- $761,233
- Administrative expenses
- $31,110
- Total expenses
- $799,666
- Net increase / (decrease)
- $3,933,845
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The David J Yvars Group | INVESTMENT/FINANCIAL ADVI | $25,466 | $0 |
| Adp, Inc. | RECORD KEEPER | $5,643 | $0 |