Plan5500

Nashville Dental, Inc. 401k Plan — Form 5500 plan (Nashville Dental, 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, Nashville Dental, Inc. 401k Plan is a benefit plan reported by Nashville Dental, Inc. under EIN 62-0304640 and plan number 002. The latest loaded filing year is 2023. The filing reports 137 participants and $13,290,666 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13.2MPlan net assets, end of year$13,241,325
Participants137Covered participants reported
Assets / participant$97KComputed: assets ÷ participants$97,012 (computed)
Provider compensation$3.2K2 Schedule C provider row(s)$3,194
Plan sponsor
Nashville Dental, Inc.
EIN
62-0304640
Plan number
002
Plan type
2
Location
Madison, TN
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    137 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$13.3M total assets
Net assets$13.2MLiabilities$49.3K
Money in vs. money out
Total income / additions$2.7M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$140K
Participant$765.4K
Full reported line items

Net assets

Total assets (EOY)
$13,290,666
Total liabilities (EOY)
$49,341
Net assets (EOY)
$13,241,325
Net assets (BOY)
$11,653,125

Income & contributions

Employer contributions
$140,000
Participant contributions
$765,373
Total contributions
$921,330
Total income / additions
$2,722,532

Expenses & distributions

Benefits paid
$1,055,631
Administrative expenses
$78,701
Total expenses
$1,134,332
Net increase / (decrease)
$1,588,200
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 15%Participant 85%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income39%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Wilshire Associates, Inc.$2.5K
    INVESTMENT ADVISOR · Direct $2.5K
  2. 2
    John Hancock$725
    RECORDKEEPER · Direct $725

Related Form 5500 pages