Ocean Dental Corporate Office, Inc. Employees Savings Trust — Form 5500 plan (Ocean Dental Corporate Office, 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, Ocean Dental Corporate Office, Inc. Employees Savings Trust is a benefit plan reported by Ocean Dental Corporate Office, Inc. under EIN 56-2445061 and plan number 001. The latest loaded filing year is 2023. The filing reports 202 participants and $5,432,562 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ocean Dental Corporate Office, Inc.
EIN
56-2445061
Plan number
001
Plan type
2
Location
Edmond, OK
Latest filing year
2023
Participants
202
End-of-year plan assets
$5,432,562

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023202H, C20241223132126NAL0009353889001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,432,562
Net assets (EOY)
$5,432,562
Net assets (BOY)
$4,622,923

Income & contributions

Employer contributions
$77,188
Participant contributions
$329,472
Total contributions
$406,660
Total income / additions
$1,289,216

Expenses & distributions

Benefits paid
$298,318
Administrative expenses
$47,478
Total expenses
$479,577
Net increase / (decrease)
$809,639

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valic Retirement Services Co.NONE$47,478$02023

Related Form 5500 pages