North American Dental Management, LLC 401(K) Plan — Form 5500 plan (North American Dental Management, LLC)

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, North American Dental Management, LLC 401(K) Plan is a benefit plan reported by North American Dental Management, LLC under EIN 27-4348426 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,519 participants and $61,689,528 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
North American Dental Management, LLC
EIN
27-4348426
Plan number
003
Plan type
2
Location
New Castle, PA
Latest filing year
2023
Participants
3,519
End-of-year plan assets
$61,689,528

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,519H, C20240930084427NAL0010803698001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$61,689,528
Total liabilities (EOY)
$0
Net assets (EOY)
$61,689,528
Net assets (BOY)
$47,300,193

Income & contributions

Employer contributions
$524,967
Participant contributions
$9,684,603
Total contributions
$11,020,759
Total income / additions
$20,779,676

Expenses & distributions

Benefits paid
$6,165,730
Administrative expenses
$217,228
Total expenses
$6,390,341
Net increase / (decrease)
$14,389,335

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$137,773$02023
Marcum Wealth LLCADVISOR$79,455not reported in the loaded dataset2023

Related Form 5500 pages