Plan5500

C&Tdg Management LLC Dba Oak Dental Partners — 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, C&Tdg Management LLC Dba Oak Dental Partners (EIN 47-4712711) is a plan sponsor located in Alpharetta, GA 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
47-4712711
Location
Alpharetta, GA
Loaded plans
2
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 C&Tdg Management LLC Dba Oak Dental Partners

  • 2 loaded plans hold $14.7M in reported assets.
  • The largest, C&Tdg Management 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,244 reported participants.
  • 1 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.7MSummed across loaded plans$14,715,298
Total reported assets$14.7M$14,715,298
Total reported participants1.2K1,244
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$14.7M total assets
Net assets$14.7MLiabilities$0
Contributions & income
Employer contributionsNot reported
Participant contributions$1.2M
Total income / additions$3.8M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.6M
Net increase / (decrease)$2.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

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%C&Tdg Management 401(K) Plan
Participants per plan622Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    C&Tdg Management 401(K) Plan$14.7M
    Plan #001 · 771 participants · 2023
  2. 2
    C&Tdg Management, LLC Wrap Plannot reported in the loaded dataset
    Plan #504 · 473 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 C&Tdg Management LLC Dba Oak Dental Partners. Open one for its full reported snapshot.

  1. 2023
    C&Tdg Management 401(K) Plan771 participants · 2Sch HSch C
    View filing →
  2. 2023
    C&Tdg Management, LLC Wrap Plan473 participants · 2Sch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does C&Tdg Management LLC Dba Oak Dental Partners report on Form 5500?
C&Tdg Management LLC Dba Oak Dental Partners (EIN 47-4712711) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for C&Tdg Management LLC Dba Oak Dental Partners?
The Employer Identification Number (EIN) reported for C&Tdg Management LLC Dba Oak Dental Partners is 47-4712711.
What is the latest Form 5500 filing year for C&Tdg Management LLC Dba Oak Dental Partners?
The latest loaded Form 5500 filing year for C&Tdg Management LLC Dba Oak Dental Partners is 2023.

Related Form 5500 pages