2023 Form 5500 filing — Western Dental Services, Inc. 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 20241203171114NAL0004177472001) for Western Dental Services, Inc. 401(K) Plan, reported by Western Dental Services, Inc. under EIN 33-0065869 and plan number 001. It reports 8,118 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241203171114NAL0004177472001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Western Dental Services, Inc.
- EIN
- 33-0065869
- Plan number
- 001
- Location
- Orange, CA
- Participants
- 8,118
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $141,926,993
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $141,926,993
- Participant contributions
- $24,312,426
- Total income / additions
- $43,263,518
- Benefits paid
- $13,341,991
- Administrative expenses
- $951,966
- Total expenses
- $14,416,543
- Net increase / (decrease)
- $28,846,975
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Institutional Plan Services | RECORD KEEPER | $355,218 | $0 |
| Morgan Stanley | INVESTMENT ADVISOR | $114,723 | not reported in the loaded dataset |