Village Family Dental 401(K) Plan — Form 5500 plan (Knowles, Smith & Associates, Llp)

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, Village Family Dental 401(K) Plan is a benefit plan reported by Knowles, Smith & Associates, Llp under EIN 20-8326663 and plan number 001. The latest loaded filing year is 2023. The filing reports 320 participants and $9,841,611 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Knowles, Smith & Associates, Llp
EIN
20-8326663
Plan number
001
Plan type
2
Location
Fayetteville, NC
Latest filing year
2023
Participants
320
End-of-year plan assets
$9,841,611

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023320H, C20241015093830NAL0014328611001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,841,611
Total liabilities (EOY)
$0
Net assets (EOY)
$9,841,611
Net assets (BOY)
$9,243,953

Income & contributions

Employer contributions
$45,266
Participant contributions
$721,567
Total contributions
$1,360,003
Total income / additions
$3,171,995

Expenses & distributions

Benefits paid
$2,483,699
Administrative expenses
$63,826
Total expenses
$2,574,337
Net increase / (decrease)
$597,658

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, IncRECORDKEEPER$63,738$02023

Related Form 5500 pages