Mortenson Dental Partners Employee Stock Ownership Plan — Form 5500 plan (Mortenson Family Dental Holdings, 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, Mortenson Dental Partners Employee Stock Ownership Plan is a benefit plan reported by Mortenson Family Dental Holdings, Inc. under EIN 45-1839908 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,961 participants and $64,307,541 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mortenson Family Dental Holdings, Inc.
- EIN
- 45-1839908
- Plan number
- 002
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 1,961
- End-of-year plan assets
- $64,307,541
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,961 | H, C | 20241101123513NAL0006935234001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $64,307,541
- Total liabilities (EOY)
- $350
- Net assets (EOY)
- $64,307,191
- Net assets (BOY)
- $55,920,032
Income & contributions
- Employer contributions
- $2,689,560
- Total contributions
- $2,689,560
- Total income / additions
- $12,665,079
Expenses & distributions
- Benefits paid
- $3,548,026
- Administrative expenses
- $167,175
- Total expenses
- $3,715,201
- Net increase / (decrease)
- $8,949,878
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Financial Group | RECORDKEEPER/BOOKKEEPER | $79,575 | not reported in the loaded dataset | 2023 |
| Ti Trust | TRUSTEE | $40,000 | not reported in the loaded dataset | 2023 |
| Prairie Capital Advisors | VALUATION SERVICES | $37,250 | not reported in the loaded dataset | 2023 |
| Cherry Bekaert Llp | ACCOUNTANT | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mortenson Family Dental Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Principal Financial Group — Schedule C compensation
- Ti Trust — Schedule C compensation
- Prairie Capital Advisors — Schedule C compensation
- Cherry Bekaert Llp — Schedule C compensation