Shad Dental Corporation 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Shad Dental Corporation)

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, Shad Dental Corporation 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Shad Dental Corporation under EIN 26-2992133 and plan number 001. The latest loaded filing year is 2023. The filing reports 16 participants and $194,676 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$194.7KPlan net assets, end of year$194,676
Participants16Covered participants reported
Assets / participant$12.2KComputed: assets ÷ participants$12,167 (computed)
Provider compensationNone reported
Plan sponsor
Shad Dental Corporation
EIN
26-2992133
Plan number
001
Plan type
2
Location
Elk Grove, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202316I20240603153445NAL0008902755001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$194.7K total assets
Net assets$194.7KLiabilities$0
Money in vs. money out
Total income / additions$80.7K
Total expenses$4.6K
Benefits paid / distributions$0
Contributions
Employer$4.5K
Participant$27.9K
Full reported line items

Net assets

Total assets (EOY)
$194,676
Total liabilities (EOY)
$0
Net assets (EOY)
$194,676
Net assets (BOY)
$118,631

Income & contributions

Employer contributions
$4,470
Participant contributions
$27,854
Total income / additions
$80,685

Expenses & distributions

Benefits paid
$0
Administrative expenses
$4,640
Total expenses
$4,640
Net increase / (decrease)
$76,045
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 14%Participant 86%
Total expenses ÷ net assets2%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages