Chestnut Dental Associates, P.C. Profit Sharing Plan — Form 5500 plan (Chestnut Dental Associates, P.C.)
Plain-English plan 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, Chestnut Dental Associates, P.C. Profit Sharing Plan is a benefit plan reported by Chestnut Dental Associates, P.C. under EIN 04-2629568 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $25,480,890 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chestnut Dental Associates, P.C.
- EIN
- 04-2629568
- Plan number
- 001
- Plan type
- 2
- Location
- Needham, MA
- Latest filing year
- 2023
- Participants
- 157
- End-of-year plan assets
- $25,480,890
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 157 | H, C | 20241011103455NAL0021679889001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,480,890
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,480,890
- Net assets (BOY)
- $21,083,913
Income & contributions
- Employer contributions
- $378,085
- Participant contributions
- $860,234
- Total contributions
- $1,238,319
- Total income / additions
- $4,931,923
Expenses & distributions
- Benefits paid
- $495,622
- Administrative expenses
- $39,324
- Total expenses
- $534,946
- Net increase / (decrease)
- $4,396,977
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sentinel Benefits Group, Inc. | N/A | $22,860 | not reported in the loaded dataset | 2023 |
| Sentinel Pension Advisors | N/A | $8,933 | not reported in the loaded dataset | 2023 |
| National Financial Services LLC | N/A | $7,531 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chestnut Dental Associates, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Needham, MA
- Sentinel Benefits Group, Inc. — Schedule C compensation
- Sentinel Pension Advisors — Schedule C compensation
- National Financial Services LLC — Schedule C compensation