2023 Form 5500 filing — Liberty Dental Plan Corporation 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 20241015203042NAL0015376611001) for Liberty Dental Plan Corporation 401(K) Plan, reported by Liberty Dental Plan Corporation under EIN 26-4074848 and plan number 001. It reports 1,270 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015203042NAL0015376611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Liberty Dental Plan Corporation
- EIN
- 26-4074848
- Plan number
- 001
- Location
- Tustin, CA
- Participants
- 1,270
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,886,304
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,886,304
- Employer contributions
- $2,758,958
- Participant contributions
- $5,274,364
- Total income / additions
- $14,609,902
- Benefits paid
- $6,835,316
- Administrative expenses
- $153,702
- Total expenses
- $7,012,839
- Net increase / (decrease)
- $7,597,063
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $153,701 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |