2023 Form 5500 filing — Specialized Dental Partners 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 20241015151042NAL0050100928001) for Specialized Dental Partners 401(K) Plan, reported by Specialized Dental Partners, LLC under EIN 83-2414370 and plan number 001. It reports 1,452 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151042NAL0050100928001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Specialized Dental Partners, LLC
- EIN
- 83-2414370
- Plan number
- 001
- Location
- Franklin, TN
- Participants
- 1,452
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,409,074
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,409,074
- Employer contributions
- $0
- Participant contributions
- $6,690,679
- Total income / additions
- $16,084,238
- Benefits paid
- $4,178,265
- Administrative expenses
- $70,151
- Total expenses
- $4,248,416
- Net increase / (decrease)
- $11,835,822
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wcg Wealth Advisor | INVESTMENT ADVISOR | $49,061 | not reported in the loaded dataset |
| Adp, Inc. | RECORDKEEPER | $15,478 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $2,531 | $0 |
| Insperity Retirement Services | RECORDKEEPER | $890 | not reported in the loaded dataset |