North Valley Endodontics P.A. 401(K) Profit Sharing Plan — Form 5500 plan (North Valley Endodontics P.A.)
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, North Valley Endodontics P.A. 401(K) Profit Sharing Plan is a benefit plan reported by North Valley Endodontics P.A. under EIN 86-0799974 and plan number 002. The latest loaded filing year is 2023. The filing reports 142 participants and $3,944,124 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- North Valley Endodontics P.A.
- EIN
- 86-0799974
- Plan number
- 002
- Plan type
- 2
- Location
- Scottsdale, AZ
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $3,944,124
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20250210094132NAL0030145072001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,944,124
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,944,124
- Net assets (BOY)
- $3,206,391
Income & contributions
- Participant contributions
- $544,274
- Total contributions
- $558,148
- Total income / additions
- $1,188,408
Expenses & distributions
- Benefits paid
- $401,199
- Administrative expenses
- $45,155
- Total expenses
- $450,675
- Net increase / (decrease)
- $737,733
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Netw | INVESTMENT/FINANCIAL ADVI | $33,477 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $22,452 | $0 | 2023 |
| Wallace, Plese & Dreher Llp | ACCOUNTANT | $5,964 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for North Valley Endodontics P.A.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Scottsdale, AZ
- Wells Fargo Advisors Financial Netw — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Wallace, Plese & Dreher Llp — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation