Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Th — Form 5500 plan (The Super Dentists, 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, Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Th is a benefit plan reported by The Super Dentists, Inc. under EIN 27-0148775 and plan number 001. The latest loaded filing year is 2023. The filing reports 226 participants and $6,883,619 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Super Dentists, Inc.
EIN
27-0148775
Plan number
001
Plan type
2
Location
San Diego, CA
Latest filing year
2023
Participants
226
End-of-year plan assets
$6,883,619

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023226H, C20240827051233NAL0018998368001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,883,619
Total liabilities (EOY)
$0
Net assets (EOY)
$6,883,619
Net assets (BOY)
$5,737,519

Income & contributions

Employer contributions
$210,485
Participant contributions
$328,023
Total contributions
$550,518
Total income / additions
$1,533,403

Expenses & distributions

Benefits paid
$345,756
Administrative expenses
$22,913
Total expenses
$387,303
Net increase / (decrease)
$1,146,100

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Golden State Wealth Management LLCINVESTMENT/FINANCIAL ADVI$15,332$02023
Adp, Inc.RECORD KEEPER$7,581$02023

Related Form 5500 pages