Plan5500

Apple Tree Dental — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Apple Tree Dental (EIN 36-3411437) is a plan sponsor located in Mounds View, MN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
36-3411437
Location
Mounds View, MN
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Apple Tree Dental

  • 3 loaded plans hold $12.7M in reported assets.
  • The largest, Apple Tree Dental 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 988 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.7MSummed across loaded plans$12,670,562
Total reported assets$12.7M$12,670,562
Total reported participants988
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12.7M total assets
Net assets$12.7MLiabilities$0
Contributions & income
Employer contributions$363.2K
Participant contributions$1.1M
Total income / additions$4.6M
Expenses & distributions
Benefits paid / distributions$329.3K
Total expenses$372.7K
Net increase / (decrease)$4.2M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Apple Tree Dental 401(K) Plan
Participants per plan329Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Apple Tree Dental 401(K) Plan$12.7M
    Plan #001 · 304 participants · 2023
  2. 2
    Apple Tree Dental Health Plannot reported in the loaded dataset
    Plan #502 · 502 participants · 2023
  3. 3
    Apple Tree Dental Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 182 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Apple Tree Dental. Open one for its full reported snapshot.

  1. 2023
    Apple Tree Dental 401(K) Plan304 participants · 2Sch HSch C
    View filing →
  2. 2023
    Apple Tree Dental Health And Welfare Plan182 participants · 2No schedules
    View filing →
  3. 2023
    Apple Tree Dental Health Plan502 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Apple Tree Dental report on Form 5500?
Apple Tree Dental (EIN 36-3411437) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Apple Tree Dental?
The Employer Identification Number (EIN) reported for Apple Tree Dental is 36-3411437.
What is the latest Form 5500 filing year for Apple Tree Dental?
The latest loaded Form 5500 filing year for Apple Tree Dental is 2023.

Related Form 5500 pages