Smile Lodge Retirement Plan — Form 5500 plan (Mcdonnell And Mcmahon Pediatric Dentistry, Pllc)

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, Smile Lodge Retirement Plan is a benefit plan reported by Mcdonnell And Mcmahon Pediatric Dentistry, Pllc under EIN 47-2651798 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $5,577,532 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mcdonnell And Mcmahon Pediatric Dentistry, Pllc
EIN
47-2651798
Plan number
001
Plan type
2
Location
Clifton Park, NY
Latest filing year
2023
Participants
137
End-of-year plan assets
$5,577,532

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023137H, C20241203144413NAL0001578963001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,577,532
Total liabilities (EOY)
$30,943
Net assets (EOY)
$5,546,589
Net assets (BOY)
$4,434,704

Income & contributions

Employer contributions
$98,413
Participant contributions
$439,426
Total contributions
$537,839
Total income / additions
$1,349,873

Expenses & distributions

Benefits paid
$194,600
Administrative expenses
$12,445
Total expenses
$237,988
Net increase / (decrease)
$1,111,885

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Erisa Services Midwest, LLCTHIRD PARTY ADMINISTRATO$0$15,7862023
Prevail Innovative Wealth AdvisorsSERVICE PROVIDER$0$8,7502023

Related Form 5500 pages