Affinity Dental 401-K Retirement Plan — Form 5500 plan (Affinity Dental)
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, Affinity Dental 401-K Retirement Plan is a benefit plan reported by Affinity Dental under EIN 82-1866847 and plan number 001. The latest loaded filing year is 2023. The filing reports 256 participants and $17,647,769 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Affinity Dental
- EIN
- 82-1866847
- Plan number
- 001
- Plan type
- 2
- Location
- Holyoke, MA
- Latest filing year
- 2023
- Participants
- 256
- End-of-year plan assets
- $17,647,769
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 256 | H, C | 20241010090406NAL0035337744001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,647,769
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,647,769
- Net assets (BOY)
- $14,448,778
Income & contributions
- Employer contributions
- $427,042
- Participant contributions
- $880,064
- Total contributions
- $1,324,772
- Total income / additions
- $4,143,990
Expenses & distributions
- Benefits paid
- $820,225
- Administrative expenses
- $89,182
- Total expenses
- $944,999
- Net increase / (decrease)
- $3,198,991
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $72,997 | $8,379 | 2023 |
| Raymond James & Assoc Inc | INVESTMENT ADVISORY | $0 | $40,201 | 2023 |
| The Benefit Practice | THIRD PARTY ADMIN | $16,185 | not reported in the loaded dataset | 2023 |