Valley Oak Dental Group 401(K) Plan — Form 5500 plan (Valley Oak Dental Group)
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, Valley Oak Dental Group 401(K) Plan is a benefit plan reported by Valley Oak Dental Group under EIN 68-0318196 and plan number 001. The latest loaded filing year is 2023. The filing reports 69 participants and $7,571,775 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valley Oak Dental Group
- EIN
- 68-0318196
- Plan number
- 001
- Plan type
- 2
- Location
- Manteca, CA
- Latest filing year
- 2023
- Participants
- 69
- End-of-year plan assets
- $7,571,775
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 69 | I | 20240610092159NAL0047241920001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $7,571,775
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,571,775
- Net assets (BOY)
- $6,236,732
Income & contributions
- Employer contributions
- $35,605
- Participant contributions
- $286,780
- Total income / additions
- $1,604,241
Expenses & distributions
- Benefits paid
- $260,514
- Administrative expenses
- $4,009
- Total expenses
- $269,198
- Net increase / (decrease)
- $1,335,043
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.