Mosaic Dental Collective 401(K) Plan — Form 5500 plan (Mosaic Dental Collective, 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, Mosaic Dental Collective 401(K) Plan is a benefit plan reported by Mosaic Dental Collective, LLC under EIN 85-3855660 and plan number 001. The latest loaded filing year is 2023. The filing reports 525 participants and $27,045,693 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mosaic Dental Collective, LLC
- EIN
- 85-3855660
- Plan number
- 001
- Plan type
- 2
- Location
- Vancouver, WA
- Latest filing year
- 2023
- Participants
- 525
- End-of-year plan assets
- $27,045,693
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 525 | H, C | 20241213160443NAL0013883745001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,045,693
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,045,693
- Net assets (BOY)
- $15,196,823
Income & contributions
- Employer contributions
- $743,822
- Participant contributions
- $2,224,067
- Total contributions
- $3,757,556
- Total income / additions
- $7,205,520
Expenses & distributions
- Benefits paid
- $1,194,755
- Administrative expenses
- $82,648
- Total expenses
- $1,277,403
- Net increase / (decrease)
- $5,928,117
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services | INVESTMENT ADVISOR | $38,331 | not reported in the loaded dataset | 2023 |
| National Benefit Services, LLC | CONTRACT ADMIN | $33,551 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $9,945 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $1,945 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mosaic Dental Collective, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Vancouver, WA
- Ubs Financial Services — Schedule C compensation
- National Benefit Services, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation