2023 Form 5500 filing — Mortenson Dental Partners Employee Stock Ownership 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 20241101123513NAL0006935234001) for Mortenson Dental Partners Employee Stock Ownership Plan, reported by Mortenson Family Dental Holdings, Inc. under EIN 45-1839908 and plan number 002. It reports 1,961 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241101123513NAL0006935234001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mortenson Family Dental Holdings, Inc.
- EIN
- 45-1839908
- Plan number
- 002
- Location
- Louisville, KY
- Participants
- 1,961
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,307,541
- Total liabilities (EOY)
- $350
- Net assets (EOY)
- $64,307,191
- Employer contributions
- $2,689,560
- Total income / additions
- $12,665,079
- Benefits paid
- $3,548,026
- Administrative expenses
- $167,175
- Total expenses
- $3,715,201
- Net increase / (decrease)
- $8,949,878
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Financial Group | RECORDKEEPER/BOOKKEEPER | $79,575 | not reported in the loaded dataset |
| Ti Trust | TRUSTEE | $40,000 | not reported in the loaded dataset |
| Prairie Capital Advisors | VALUATION SERVICES | $37,250 | not reported in the loaded dataset |
| Cherry Bekaert Llp | ACCOUNTANT | $10,000 | not reported in the loaded dataset |