2023 Form 5500 filing — So. Cal. Dental Partners, Inc. Retirement 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 20240903133559NAL0041496482001) for So. Cal. Dental Partners, Inc. Retirement Plan, reported by So. Cal. Dental Partners, Inc. under EIN 22-3872991 and plan number 001. It reports 191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903133559NAL0041496482001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- So. Cal. Dental Partners, Inc.
- EIN
- 22-3872991
- Plan number
- 001
- Location
- Lake Forest, CA
- Participants
- 191
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,223,107
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,223,107
- Employer contributions
- $31,835
- Participant contributions
- $403,231
- Total income / additions
- $962,605
- Benefits paid
- $225,423
- Administrative expenses
- $24,576
- Total expenses
- $249,999
- Net increase / (decrease)
- $712,606
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Woodbury Financial Services Inc | INVESTMENT ADVISOR | $13,376 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $9,709 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,491 | not reported in the loaded dataset |
| Gwfs Equities Inc | not reported in the loaded dataset | $0 | $0 |