Dental Depot 401(K) Plan — Form 5500 plan (Dental Depot Dso, 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, Dental Depot 401(K) Plan is a benefit plan reported by Dental Depot Dso, LLC under EIN 84-4189198 and plan number 004. The latest loaded filing year is 2023. The filing reports 945 participants and $7,544,887 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dental Depot Dso, LLC
- EIN
- 84-4189198
- Plan number
- 004
- Plan type
- 2
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
- Participants
- 945
- End-of-year plan assets
- $7,544,887
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 945 | H, C | 20240930132430NAL0011231858001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,544,887
- Total liabilities (EOY)
- $171
- Net assets (EOY)
- $7,544,716
- Net assets (BOY)
- $5,598,131
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,725,766
- Total contributions
- $1,751,587
- Total income / additions
- $2,903,784
Expenses & distributions
- Benefits paid
- $886,076
- Administrative expenses
- $68,918
- Total expenses
- $957,199
- Net increase / (decrease)
- $1,946,585
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $45,227 | $0 | 2023 |
| Stephens Group Asset Management LLC | INVESTMENT ADVISOR | $21,086 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | OTHER | $1,253 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $588 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dental Depot Dso, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Oklahoma City, OK
- Empower Annuity Insurance Company — Schedule C compensation
- Stephens Group Asset Management LLC — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation