2023 Form 5500 filing — Riverside Dental Group And Dental Associate Offices 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 20241001195416NAL0012581584001) for Riverside Dental Group And Dental Associate Offices 401(K) Plan, reported by Elias, Elliott, Lampasi, Fehn, Harris, And Nguyen A Dental Practice, I under EIN 33-0874160 and plan number 001. It reports 156 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)$5.2MReported net assets$5,233,595
Participants156
Provider compensation$57.6K6 Schedule C row(s)$57,645
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241001195416NAL0012581584001
- Plan sponsor
- Elias, Elliott, Lampasi, Fehn, Harris, And Nguyen A Dental Practice, I
- EIN
- 33-0874160
- Plan number
- 001
- Location
- Riverside, CA
- 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)$5.2M total assets
Net assets$5.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,233,595
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,233,595
- Employer contributions
- $0
- Participant contributions
- $329,308
- Total income / additions
- $1,169,672
- Benefits paid
- $1,129,059
- Administrative expenses
- $57,645
- Total expenses
- $1,186,704
- Net increase / (decrease)
- -$17,032
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Resources Investment Advisors, LLC | INVESTMENT MGMT | $15,752 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $15,069 | $0 |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $10,853 | not reported in the loaded dataset |
| Planchec(K) Cpas LLC | AUDITOR | $8,500 | not reported in the loaded dataset |
| Accelerate Investment Advisors LLC | INVESTMENT ADVISOR | $7,314 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $157 | not reported in the loaded dataset |