Atlanta Dental Supply Company Employees Retirement Plan And Trust — Form 5500 plan (Atlanta Dental Supply Company)
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, Atlanta Dental Supply Company Employees Retirement Plan And Trust is a benefit plan reported by Atlanta Dental Supply Company under EIN 58-1402148 and plan number 001. The latest loaded filing year is 2023. The filing reports 218 participants and $16,652,698 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atlanta Dental Supply Company
- EIN
- 58-1402148
- Plan number
- 001
- Plan type
- 2
- Location
- Duluth, GA
- Latest filing year
- 2023
- Participants
- 218
- End-of-year plan assets
- $16,652,698
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 218 | H, C | 20241002054411NAL0014353056001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,652,698
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,652,698
- Net assets (BOY)
- $14,272,470
Income & contributions
- Employer contributions
- $280,296
- Participant contributions
- $878,596
- Total contributions
- $1,207,903
- Total income / additions
- $3,333,414
Expenses & distributions
- Benefits paid
- $871,187
- Administrative expenses
- $81,999
- Total expenses
- $953,186
- Net increase / (decrease)
- $2,380,228
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $33,166 | $0 | 2023 |
| International Assets Advisory, LLC | INVESTMENT ADVISORY-PLAN | $26,612 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISORY-PLAN | $16,869 | not reported in the loaded dataset | 2023 |
| Futureplan By Ascensus | RECORDKEEPER | $5,106 | $47 | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKERAGE | $2 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Atlanta Dental Supply Company
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Duluth, GA
- Transamerica Retirement Solutions — Schedule C compensation
- International Assets Advisory, LLC — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation