2023 Form 5500 filing — Apex Dental Partners 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 20241003100931NAL0009716081001) for Apex Dental Partners 401(K) Plan, reported by Apex Dental Partners under EIN 47-1208403 and plan number 001. It reports 638 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)$12.9MReported net assets$12,935,375
Participants638
Provider compensation$30.7K3 Schedule C row(s)$30,667
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241003100931NAL0009716081001
- Plan sponsor
- Apex Dental Partners
- EIN
- 47-1208403
- Plan number
- 001
- Location
- Dallas, TX
- 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)$12.9M total assets
Net assets$12.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,935,375
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,935,375
- Employer contributions
- $887,077
- Participant contributions
- $1,986,524
- Total income / additions
- $4,536,348
- Benefits paid
- $839,972
- Administrative expenses
- $62,366
- Total expenses
- $902,338
- Net increase / (decrease)
- $3,634,010
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | RI, IA | $24,817 | $0 |
| Qualfied Plan Consulatants | RI, IA | $3,600 | $0 |
| John Hancock Life Insurance | RECORDKEEPER | $2,250 | $0 |