Dent Neurologic Group 401(K) Plan — Form 5500 plan (Dent Neurologic Group)
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, Dent Neurologic Group 401(K) Plan is a benefit plan reported by Dent Neurologic Group under EIN 16-1582336 and plan number 001. The latest loaded filing year is 2023. The filing reports 589 participants and $44,634,668 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dent Neurologic Group
- EIN
- 16-1582336
- Plan number
- 001
- Plan type
- 2
- Location
- Amherst, NY
- Latest filing year
- 2023
- Participants
- 589
- End-of-year plan assets
- $44,634,668
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 589 | H, C | 20240826125528NAL0009701665001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,634,668
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,634,668
- Net assets (BOY)
- $35,109,205
Income & contributions
- Employer contributions
- $1,707,087
- Participant contributions
- $2,093,379
- Total contributions
- $3,958,804
- Total income / additions
- $11,064,875
Expenses & distributions
- Benefits paid
- $1,443,431
- Administrative expenses
- $95,981
- Total expenses
- $1,539,412
- Net increase / (decrease)
- $9,525,463
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $62,753 | $0 | 2023 |
| Lawley Retirement Advisors LLC | ADVISOR | $25,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $9,527 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dent Neurologic Group
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Amherst, NY
- Fidelity Investments Institutional — Schedule C compensation
- Lawley Retirement Advisors LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation