2023 Form 5500 filing — Espire Dental 401(K) 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 20240912172647NAL0005368291001) for Espire Dental 401(K) Plan, reported by Espire Dental Practice, LLC under EIN 45-5435065 and plan number 001. It reports 314 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$14.1MReported net assets$14,071,008
Participants314
Provider compensation$70.3K5 Schedule C row(s)$70,298
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240912172647NAL0005368291001
- Plan sponsor
- Espire Dental Practice, LLC
- EIN
- 45-5435065
- Plan number
- 001
- Location
- Denver, CO
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$14.1M total assets
Net assets$14.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $14,071,008
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,071,008
- Employer contributions
- $701,832
- Participant contributions
- $1,313,830
- Total income / additions
- $4,275,627
- Benefits paid
- $225,190
- Administrative expenses
- $70,399
- Total expenses
- $295,589
- Net increase / (decrease)
- $3,980,038
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Synergy Fincancial Partners | INVESTMENT ADVISOR | $29,123 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $21,626 | not reported in the loaded dataset |
| Tpa Services Inc | CONTRACT ADMIN | $8,183 | not reported in the loaded dataset |
| Envestnet Retirement Solutions, LLC | OTHER | $5,825 | not reported in the loaded dataset |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $5,541 | $0 |