Ultradent Products, Inc. 401(K) Plan — Form 5500 plan (Ultradent Products, Inc.)
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, Ultradent Products, Inc. 401(K) Plan is a benefit plan reported by Ultradent Products, Inc. under EIN 87-0336957 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,725 participants and $94,478,538 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ultradent Products, Inc.
- EIN
- 87-0336957
- Plan number
- 001
- Plan type
- 2
- Location
- South Jordan, UT
- Latest filing year
- 2023
- Participants
- 1,725
- End-of-year plan assets
- $94,478,538
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,725 | H, C | 20240627171207NAL0011658321001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $94,478,538
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $94,478,538
- Net assets (BOY)
- $77,309,052
Income & contributions
- Employer contributions
- $3,316,254
- Participant contributions
- $6,956,766
- Total contributions
- $11,207,190
- Total income / additions
- $25,784,635
Expenses & distributions
- Benefits paid
- $8,365,214
- Administrative expenses
- $249,935
- Total expenses
- $8,615,149
- Net increase / (decrease)
- $17,169,486
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Soltis Investment Advisors LLC | INVEST ADVISOR/ADVISOR | $202,338 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $31,035 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $22,206 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ultradent Products, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in South Jordan, UT
- Soltis Investment Advisors LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation