Dental Associates 401(K) Plan — Form 5500 plan (Dental Assoc. Family And Specialty Care)
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, Dental Associates 401(K) Plan is a benefit plan reported by Dental Assoc. Family And Specialty Care under EIN 27-0339413 and plan number 001. The latest loaded filing year is 2023. The filing reports 983 participants and $77,593,208 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dental Assoc. Family And Specialty Care
- EIN
- 27-0339413
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 983
- End-of-year plan assets
- $77,593,208
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 983 | H, C | 20240828155254NAL0012013441001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $77,593,208
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $77,593,208
- Net assets (BOY)
- $63,536,729
Income & contributions
- Employer contributions
- $1,160,467
- Participant contributions
- $3,952,246
- Total contributions
- $5,292,818
- Total income / additions
- $18,387,644
Expenses & distributions
- Benefits paid
- $4,138,481
- Administrative expenses
- $192,684
- Total expenses
- $4,331,165
- Net increase / (decrease)
- $14,056,479
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Forest Capital Management LLC | ADVISOR | $102,266 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $90,418 | not reported in the loaded dataset | 2023 |