2023 Form 5500 filing — Mosaic Dental Collective 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 20241213160443NAL0013883745001) for Mosaic Dental Collective 401(K) Plan, reported by Mosaic Dental Collective, LLC under EIN 85-3855660 and plan number 001. It reports 525 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241213160443NAL0013883745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mosaic Dental Collective, LLC
- EIN
- 85-3855660
- Plan number
- 001
- Location
- Vancouver, WA
- Participants
- 525
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,045,693
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,045,693
- Employer contributions
- $743,822
- Participant contributions
- $2,224,067
- Total income / additions
- $7,205,520
- Benefits paid
- $1,194,755
- Administrative expenses
- $82,648
- Total expenses
- $1,277,403
- Net increase / (decrease)
- $5,928,117
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services | INVESTMENT ADVISOR | $38,331 | not reported in the loaded dataset |
| National Benefit Services, LLC | CONTRACT ADMIN | $33,551 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $9,945 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $1,945 | not reported in the loaded dataset |