2023 Form 5500 filing — California Dentists Guild Group Trust
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 20241004145927NAL0012355985004) for California Dentists Guild Group Trust, reported by Alta Trust Company under EIN 82-5314852 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241004145927NAL0012355985004
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Alta Trust Company
- EIN
- 82-5314852
- Plan number
- 001
- Location
- Sioux Falls, SD
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $131,547,991
- Net assets (EOY)
- $131,547,991
- Employer contributions
- $4,825,598
- Participant contributions
- $4,478,965
- Total income / additions
- $29,364,187
- Benefits paid
- $8,811,682
- Administrative expenses
- $880,758
- Total expenses
- $9,697,735
- Net increase / (decrease)
- $19,666,452
- Schedule source
- Schedule H