Apex Dental Partners 401(K) Plan — Form 5500 plan (Apex Dental Partners)
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, Apex Dental Partners 401(K) Plan is a benefit plan reported by Apex Dental Partners under EIN 47-1208403 and plan number 001. The latest loaded filing year is 2023. The filing reports 638 participants and $12,935,375 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Apex Dental Partners
- EIN
- 47-1208403
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 638
- End-of-year plan assets
- $12,935,375
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 638 | H, C | 20241003100931NAL0009716081001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,935,375
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,935,375
- Net assets (BOY)
- $9,301,365
Income & contributions
- Employer contributions
- $887,077
- Participant contributions
- $1,986,524
- Total contributions
- $3,071,744
- Total income / additions
- $4,536,348
Expenses & distributions
- Benefits paid
- $839,972
- Administrative expenses
- $62,366
- Total expenses
- $902,338
- Net increase / (decrease)
- $3,634,010
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | RI, IA | $24,817 | $0 | 2023 |
| Qualfied Plan Consulatants | RI, IA | $3,600 | $0 | 2023 |
| John Hancock Life Insurance | RECORDKEEPER | $2,250 | $0 | 2023 |