2023 Form 5500 filing — Sga Dental Partners Opco LLC 401(K) Profit Sharing 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 20250320070945NAL0012478546001) for Sga Dental Partners Opco LLC 401(K) Profit Sharing Plan, reported by Sga Dental Partners Opco LLC under EIN 82-4860963 and plan number 001. It reports 1,202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250320070945NAL0012478546001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sga Dental Partners Opco LLC
- EIN
- 82-4860963
- Plan number
- 001
- Location
- Richmond Hill, GA
- Participants
- 1,202
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,791,634
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,791,634
- Employer contributions
- $0
- Participant contributions
- $2,389,752
- Total income / additions
- $5,354,016
- Benefits paid
- $363,835
- Administrative expenses
- $40,521
- Total expenses
- $404,356
- Net increase / (decrease)
- $4,949,660
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Investement Research | INVESTMENT ADVISOR | $27,507 | $0 |
| Siegel Actuarial Consultants, Inc. | not reported in the loaded dataset | $8,451 | $0 |
| Capital Group Retirement Plan Servi | not reported in the loaded dataset | $4,563 | $0 |