2023 Form 5500 filing — Leixir Dental Group/Knight Dental Group 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 20241017101439NAL0031680769001) for Leixir Dental Group/Knight Dental Group 401(K) Plan, reported by Leixir Dental Group under EIN 59-1555207 and plan number 001. It reports 254 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241017101439NAL0031680769001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Leixir Dental Group
- EIN
- 59-1555207
- Plan number
- 001
- Location
- Oldsmar, FL
- Participants
- 254
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,352,838
- Total liabilities (EOY)
- $27,802
- Net assets (EOY)
- $3,325,036
- Participant contributions
- $284,649
- Total income / additions
- $795,833
- Benefits paid
- $861,497
- Administrative expenses
- $34,800
- Total expenses
- $896,297
- Net increase / (decrease)
- -$100,464
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Garcia & Ortiz, P.A. | AUDITOR | $14,500 | $0 |
| Altium Wealth Management, LLC | INVESTMENT ADVISOR | $9,064 | $0 |
| Pension Benefit Consultants, Inc. | THIRD PARTY ADMINISTRATO | $6,020 | $0 |
| Rpcg LLC | CONTRACT ADMIN. | $3,160 | $0 |
| Empower Annuity Insurance Co.. | RECORDKEEPER | $1,969 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $679 | $0 |