2023 Form 5500 filing — American Dental Partners, Inc. Savings And 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 20240930145330NAL0005684689001) for American Dental Partners, Inc. Savings And Retirement Plan, reported by American Dental Partners, Inc. under EIN 04-3297858 and plan number 001. It reports 998 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930145330NAL0005684689001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- American Dental Partners, Inc.
- EIN
- 04-3297858
- Plan number
- 001
- Location
- Effingham, IL
- Participants
- 998
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,646,751
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,646,751
- Employer contributions
- $924,093
- Participant contributions
- $2,457,127
- Total income / additions
- $12,364,535
- Benefits paid
- $4,285,473
- Administrative expenses
- $64,835
- Total expenses
- $4,392,384
- Net increase / (decrease)
- $7,972,151
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $28,935 | not reported in the loaded dataset |
| Martin Hood LLC | AUDITOR | $25,250 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $10,350 | not reported in the loaded dataset |
| Qdro Consultants Co LLC | CONSULTING | $300 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |