2023 Form 5500 filing — National Dentex Corporation 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 20241003101540NAL0009719233001) for National Dentex Corporation Plan, reported by National Dentex, LLC under EIN 04-2762050 and plan number 002. It reports 3,162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003101540NAL0009719233001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Dentex, LLC
- EIN
- 04-2762050
- Plan number
- 002
- Location
- Palm Beach Gardens, FL
- Participants
- 3,162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $123,565,689
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $123,565,689
- Employer contributions
- $1,990,120
- Participant contributions
- $6,841,622
- Total income / additions
- $28,630,326
- Benefits paid
- $18,282,744
- Administrative expenses
- -$44,630
- Total expenses
- $18,244,758
- Net increase / (decrease)
- $10,385,568
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $68,992 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $34,364 | not reported in the loaded dataset |
| Stowe & Degon LLC | ACCOUNTANT/AUDITOR | $15,900 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$163,886 | $0 |