So. Cal. Dental Partners, Inc. Retirement Plan — Form 5500 plan (So. Cal. Dental Partners, Inc.)
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, So. Cal. Dental Partners, Inc. Retirement Plan is a benefit plan reported by So. Cal. Dental Partners, Inc. under EIN 22-3872991 and plan number 001. The latest loaded filing year is 2023. The filing reports 191 participants and $3,223,107 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- So. Cal. Dental Partners, Inc.
- EIN
- 22-3872991
- Plan number
- 001
- Plan type
- 2
- Location
- Lake Forest, CA
- Latest filing year
- 2023
- Participants
- 191
- End-of-year plan assets
- $3,223,107
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 191 | H, C | 20240903133559NAL0041496482001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,223,107
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,223,107
- Net assets (BOY)
- $2,510,501
Income & contributions
- Employer contributions
- $31,835
- Participant contributions
- $403,231
- Total contributions
- $435,066
- Total income / additions
- $962,605
Expenses & distributions
- Benefits paid
- $225,423
- Administrative expenses
- $24,576
- Total expenses
- $249,999
- Net increase / (decrease)
- $712,606
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Woodbury Financial Services Inc | INVESTMENT ADVISOR | $13,376 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $9,709 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,491 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | not reported in the loaded dataset | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for So. Cal. Dental Partners, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Lake Forest, CA
- Woodbury Financial Services Inc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Gwfs Equities Inc — Schedule C compensation