Espire Dental 401(K) Plan — Form 5500 plan (Espire Dental Practice, 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, Espire Dental 401(K) Plan is a benefit plan reported by Espire Dental Practice, LLC under EIN 45-5435065 and plan number 001. The latest loaded filing year is 2023. The filing reports 314 participants and $14,071,008 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Espire Dental Practice, LLC
- EIN
- 45-5435065
- Plan number
- 001
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 314
- End-of-year plan assets
- $14,071,008
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 314 | H, C | 20240912172647NAL0005368291001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,071,008
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,071,008
- Net assets (BOY)
- $10,090,970
Income & contributions
- Employer contributions
- $701,832
- Participant contributions
- $1,313,830
- Total contributions
- $2,362,703
- Total income / additions
- $4,275,627
Expenses & distributions
- Benefits paid
- $225,190
- Administrative expenses
- $70,399
- Total expenses
- $295,589
- Net increase / (decrease)
- $3,980,038
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Synergy Fincancial Partners | INVESTMENT ADVISOR | $29,123 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $21,626 | not reported in the loaded dataset | 2023 |
| Tpa Services Inc | CONTRACT ADMIN | $8,183 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $5,825 | not reported in the loaded dataset | 2023 |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $5,541 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Espire Dental Practice, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Denver, CO
- Synergy Fincancial Partners — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Tpa Services Inc — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation
- Great-West Life & Annuity Insurance — Schedule C compensation