Cvdc 401(K) Plan — Form 5500 plan (Central Virginia Dental Care, Plc)
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, Cvdc 401(K) Plan is a benefit plan reported by Central Virginia Dental Care, Plc under EIN 81-3793901 and plan number 001. The latest loaded filing year is 2023. The filing reports 835 participants and $86,140,098 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Central Virginia Dental Care, Plc
- EIN
- 81-3793901
- Plan number
- 001
- Plan type
- 2
- Location
- Colonial Heights, VA
- Latest filing year
- 2023
- Participants
- 835
- End-of-year plan assets
- $86,140,098
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 835 | H, C | 20241014101726NAL0025906209001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $86,140,098
- Total liabilities (EOY)
- $4,438
- Net assets (EOY)
- $86,135,660
- Net assets (BOY)
- $75,268,242
Income & contributions
- Employer contributions
- $3,734,936
- Participant contributions
- $2,847,446
- Total contributions
- $8,642,139
- Total income / additions
- $20,514,549
Expenses & distributions
- Benefits paid
- $9,439,121
- Administrative expenses
- $205,146
- Total expenses
- $9,647,131
- Net increase / (decrease)
- $10,867,418
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wellington Consulting Services, Inc | INVESTMENT ADVISOR | $180,544 | not reported in the loaded dataset | 2023 |
| Forum Financial Management Lp | INVESTMENT ADVISOR | $12,691 | not reported in the loaded dataset | 2023 |
| Signature Investment Advisors | INVESTMENT ADVISOR | $9,766 | not reported in the loaded dataset | 2023 |
| Wellington Retirement Solutions,Inc | RECORDKEEPER | $8,695 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | INVESTMENT ADVISOR | $5,181 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Central Virginia Dental Care, Plc
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Colonial Heights, VA
- Wellington Consulting Services, Inc — Schedule C compensation
- Forum Financial Management Lp — Schedule C compensation
- Signature Investment Advisors — Schedule C compensation
- Wellington Retirement Solutions,Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation