Atlas Dental Group 401(K) Plan — Form 5500 plan (Atlas Dental Group 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, Atlas Dental Group 401(K) Plan is a benefit plan reported by Atlas Dental Group LLC under EIN 47-5476383 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $7,178,996 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atlas Dental Group LLC
- EIN
- 47-5476383
- Plan number
- 001
- Plan type
- 2
- Location
- Olympia, WA
- Latest filing year
- 2023
- Participants
- 149
- End-of-year plan assets
- $7,178,996
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 149 | H, C | 20240920164529NAL0007778097001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,178,996
- Total liabilities (EOY)
- $1,605
- Net assets (EOY)
- $7,177,391
- Net assets (BOY)
- $5,444,981
Income & contributions
- Employer contributions
- $340,149
- Participant contributions
- $669,453
- Total contributions
- $1,041,705
- Total income / additions
- $2,134,878
Expenses & distributions
- Benefits paid
- $384,823
- Administrative expenses
- $17,645
- Total expenses
- $402,468
- Net increase / (decrease)
- $1,732,410
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $15,285 | $0 | 2023 |
| Pension Plan Specialists Pc | TPA | $2,360 | $2,963 | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Atlas Dental Group LLC
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Olympia, WA
- Principal Life Insurance Company — Schedule C compensation
- Pension Plan Specialists Pc — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation