Specialized Dental Partners 401(K) Plan — Form 5500 plan (Specialized Dental Partners, 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, Specialized Dental Partners 401(K) Plan is a benefit plan reported by Specialized Dental Partners, LLC under EIN 83-2414370 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,452 participants and $38,409,074 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Specialized Dental Partners, LLC
- EIN
- 83-2414370
- Plan number
- 001
- Plan type
- 2
- Location
- Franklin, TN
- Latest filing year
- 2023
- Participants
- 1,452
- End-of-year plan assets
- $38,409,074
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,452 | H, C | 20241015151042NAL0050100928001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,409,074
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,409,074
- Net assets (BOY)
- $26,573,252
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $6,690,679
- Total contributions
- $11,026,247
- Total income / additions
- $16,084,238
Expenses & distributions
- Benefits paid
- $4,178,265
- Administrative expenses
- $70,151
- Total expenses
- $4,248,416
- Net increase / (decrease)
- $11,835,822
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wcg Wealth Advisor | INVESTMENT ADVISOR | $49,061 | not reported in the loaded dataset | 2023 |
| Adp, Inc. | RECORDKEEPER | $15,478 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,531 | $0 | 2023 |
| Insperity Retirement Services | RECORDKEEPER | $890 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Specialized Dental Partners, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Franklin, TN
- Wcg Wealth Advisor — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Insperity Retirement Services — Schedule C compensation