2023 Form 5500 filing — Permanente Dental Associates 401k 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 20240930143019NAL0003320627004) for Permanente Dental Associates 401k Retirement Plan, reported by Permanente Dental Associates, Pc under EIN 93-1078042 and plan number 001. It reports 233 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)$145.7MReported net assets$145,740,379
Participants233
Provider compensation$1761 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240930143019NAL0003320627004
Plan sponsor
Permanente Dental Associates, Pc
EIN
93-1078042
Plan number
001
Location
Portland, OR
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$145.7M total assets
Net assets$145.7MLiabilities
Money in vs. money out
Total income / additions$28.2M
Total expenses$8.3M
Benefits paid / distributions$8.3M
Contributions
Employer$4.1M
Participant$3.5M
Full reported line items
Total assets (EOY)
$145,740,379
Net assets (EOY)
$145,740,379
Employer contributions
$4,086,432
Participant contributions
$3,461,582
Total income / additions
$28,213,241
Benefits paid
$8,337,988
Administrative expenses
$176
Total expenses
$8,338,164
Net increase / (decrease)
$19,875,077
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $176 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930143019NAL0003320627004 cover?
It is the 2023 Form 5500 filing for Permanente Dental Associates 401k Retirement Plan, reported by Permanente Dental Associates, Pc (EIN 93-1078042).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages