2023 Form 5500 filing — North Valley Endodontics P.A. 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 20241001053217NAL0013187330001) for North Valley Endodontics P.A. 401(K) Profit Sharing Plan, reported by North Valley Endodontics P.A. under EIN 86-0799974 and plan number 001. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001053217NAL0013187330001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- North Valley Endodontics P.A.
- EIN
- 86-0799974
- Plan number
- 001
- Location
- Scottsdale, AZ
- Participants
- 142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,944,124
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,944,124
- Participant contributions
- $544,274
- Total income / additions
- $1,188,408
- Benefits paid
- $401,199
- Administrative expenses
- $45,155
- Total expenses
- $450,675
- Net increase / (decrease)
- $737,733
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors Financial Netw | INVESTMENT/FINANCIAL ADVI | $33,477 | $0 |
| Adp, Inc. | RECORD KEEPER | $22,452 | $0 |
| Wallace, Plese & Dreher Llp | ACCOUNTANT | $5,964 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |