Plan5500

Summit Dental Consulting 401(K) Profit Sharing Plan — Form 5500 plan (Summit Dental Management, S.C.)

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, Summit Dental Consulting 401(K) Profit Sharing Plan is a benefit plan reported by Summit Dental Management, S.C. under EIN 39-1990304 and plan number 001. The latest loaded filing year is 2023. The filing reports 654 participants and $53,475,397 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Summit Dental Management, S.C.
EIN
39-1990304
Plan number
001
Plan type
2
Location
Eau Claire, WI
Latest filing year
2023
Participants
654
End-of-year plan assets
$53,475,397

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023654H, C20240819130619NAL0001601249001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$53,475,397
Total liabilities (EOY)
$450,806
Net assets (EOY)
$53,024,591
Net assets (BOY)
$43,087,679

Income & contributions

Employer contributions
$1,332,503
Participant contributions
$2,791,777
Total contributions
$4,523,153
Total income / additions
$12,329,063

Expenses & distributions

Benefits paid
$2,231,534
Administrative expenses
$160,617
Total expenses
$2,392,151
Net increase / (decrease)
$9,936,912

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Orgel Wealth ManagementNONE$73,569not reported in the loaded dataset2023
Wipfli LlpNONE$71,981not reported in the loaded dataset2023
Clifton Larson Allen LlpNONE$12,075not reported in the loaded dataset2023

Related Form 5500 pages