Sga Dental Partners Opco LLC 401(K) Profit Sharing Plan — Form 5500 plan (Sga Dental Partners Opco LLC)
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, Sga Dental Partners Opco LLC 401(K) Profit Sharing Plan is a benefit plan reported by Sga Dental Partners Opco LLC under EIN 82-4860963 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,202 participants and $9,791,634 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sga Dental Partners Opco LLC
- EIN
- 82-4860963
- Plan number
- 001
- Plan type
- 2
- Location
- Richmond Hill, GA
- Latest filing year
- 2023
- Participants
- 1,202
- End-of-year plan assets
- $9,791,634
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,202 | H, C | 20250320070945NAL0012478546001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,791,634
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,791,634
- Net assets (BOY)
- $4,841,974
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $2,389,752
- Total contributions
- $4,086,253
- Total income / additions
- $5,354,016
Expenses & distributions
- Benefits paid
- $363,835
- Administrative expenses
- $40,521
- Total expenses
- $404,356
- Net increase / (decrease)
- $4,949,660
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cambridge Investement Research | INVESTMENT ADVISOR | $27,507 | $0 | 2023 |
| Siegel Actuarial Consultants, Inc. | not reported in the loaded dataset | $8,451 | $0 | 2023 |
| Capital Group Retirement Plan Servi | not reported in the loaded dataset | $4,563 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sga Dental Partners Opco LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Richmond Hill, GA
- Cambridge Investement Research — Schedule C compensation
- Siegel Actuarial Consultants, Inc. — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation