2023 Form 5500 filing — Summit Dental Consulting 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240819130619NAL0001601249001) for Summit Dental Consulting 401(K) Profit Sharing Plan, reported by Summit Dental Management, S.C. under EIN 39-1990304 and plan number 001. It reports 654 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240819130619NAL0001601249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Summit Dental Management, S.C.
- EIN
- 39-1990304
- Plan number
- 001
- Location
- Eau Claire, WI
- Participants
- 654
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,475,397
- Total liabilities (EOY)
- $450,806
- Net assets (EOY)
- $53,024,591
- Employer contributions
- $1,332,503
- Participant contributions
- $2,791,777
- Total income / additions
- $12,329,063
- Benefits paid
- $2,231,534
- Administrative expenses
- $160,617
- Total expenses
- $2,392,151
- Net increase / (decrease)
- $9,936,912
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Orgel Wealth Management | NONE | $73,569 | not reported in the loaded dataset |
| Wipfli Llp | NONE | $71,981 | not reported in the loaded dataset |
| Clifton Larson Allen Llp | NONE | $12,075 | not reported in the loaded dataset |