2023 Form 5500 filing — Dental Health Associates Of Madison, Ltd. 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 20241001092104NAL0003864163001) for Dental Health Associates Of Madison, Ltd. 401(K) Profit Sharing Plan, reported by Dental Health Associates Of Madison, Ltd. under EIN 39-1190243 and plan number 001. It reports 400 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001092104NAL0003864163001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dental Health Associates Of Madison, Ltd.
- EIN
- 39-1190243
- Plan number
- 001
- Location
- Fitchburg, WI
- Participants
- 400
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $62,432,957
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,432,957
- Employer contributions
- $1,571,279
- Participant contributions
- $1,802,107
- Total income / additions
- $13,668,987
- Benefits paid
- $10,693,759
- Administrative expenses
- $102,826
- Total expenses
- $10,796,585
- Net increase / (decrease)
- $2,872,402
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $63,108 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $22,971 | not reported in the loaded dataset |
| Sva Certified Public Accountants S | AUDITOR | $13,551 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,196 | not reported in the loaded dataset |