Dental Intel 401(K) Plan — Form 5500 plan (Dental Intelligence, 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, Dental Intel 401(K) Plan is a benefit plan reported by Dental Intelligence, Inc. under EIN 46-3551770 and plan number 001. The latest loaded filing year is 2023. The filing reports 265 participants and $7,293,809 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dental Intelligence, Inc.
EIN
46-3551770
Plan number
001
Plan type
2
Location
Pleasant Grove, UT
Latest filing year
2023
Participants
265
End-of-year plan assets
$7,293,809

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023265H, C20241011104049NAL0036687344001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,293,809
Total liabilities (EOY)
$0
Net assets (EOY)
$7,293,809
Net assets (BOY)
$4,709,180

Income & contributions

Employer contributions
$682,101
Participant contributions
$1,390,408
Total contributions
$2,138,829
Total income / additions
$3,279,928

Expenses & distributions

Benefits paid
$636,362
Administrative expenses
$49,293
Total expenses
$695,299
Net increase / (decrease)
$2,584,629

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Caliber Wealth Management LLCADVISOR$26,442not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$22,851$02023

Related Form 5500 pages