2023 Form 5500 filing — Specialty Dental Brands 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 20241015112751NAL0016230755001) for Specialty Dental Brands 401(K) Plan, reported by Vardiman Black Holdings, LLC Dba Specialty Dental Brands under EIN 81-4851714 and plan number 001. It reports 2,708 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112751NAL0016230755001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vardiman Black Holdings, LLC Dba Specialty Dental Brands
- EIN
- 81-4851714
- Plan number
- 001
- Location
- Nashville, TN
- Participants
- 2,708
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,247,109
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,247,109
- Employer contributions
- $4,904,521
- Participant contributions
- $8,290,773
- Total income / additions
- $39,932,715
- Benefits paid
- $2,874,363
- Administrative expenses
- $340,525
- Total expenses
- $3,216,085
- Net increase / (decrease)
- $36,716,630
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James | INVESTMENT ADVISOR | $187,745 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $146,714 | $0 |
| Ascensus Holdings | CONTRACT ADMIN | $45,817 | not reported in the loaded dataset |