2023 Form 5500 filing — Pacific Dental Services, LLC 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 20241007120123NAL0008846787001) for Pacific Dental Services, LLC 401(K) Plan, reported by Pacific Dental Services, LLC under EIN 33-0681491 and plan number 001. It reports 16,900 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007120123NAL0008846787001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Pacific Dental Services, LLC
- EIN
- 33-0681491
- Plan number
- 001
- Location
- Irvine, CA
- Participants
- 16,900
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $455,522,097
- Total liabilities (EOY)
- $54,099
- Net assets (EOY)
- $455,467,998
- Employer contributions
- $10,501,940
- Participant contributions
- $63,102,279
- Total income / additions
- $144,651,775
- Benefits paid
- $38,729,400
- Administrative expenses
- $1,332,832
- Total expenses
- $40,207,339
- Net increase / (decrease)
- $104,444,436
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $933,823 | $0 |
| Pension Benefits Unlimited,Inc | TPA | $300,000 | not reported in the loaded dataset |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $73,759 | not reported in the loaded dataset |
| Windes, Inc | AUDITOR | $25,250 | not reported in the loaded dataset |