2023 Form 5500 filing — Mortenson 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 20241008140908NAL0034956994001) for Mortenson Dental Partners 401(K) Plan, reported by Mortenson Family Dental Holdings, Inc. under EIN 45-1839908 and plan number 003. It reports 2,269 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)$51.6MReported net assets$51,566,993
Participants2.3K2,269
Provider compensation$202.2K3 Schedule C row(s)$202,205
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241008140908NAL0034956994001
- Plan sponsor
- Mortenson Family Dental Holdings, Inc.
- EIN
- 45-1839908
- Plan number
- 003
- Location
- Louisville, KY
- 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)$51.6M total assets
Net assets$51.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $51,566,993
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,566,993
- Employer contributions
- $3,537
- Participant contributions
- $7,039,534
- Total income / additions
- $15,908,454
- Benefits paid
- $5,281,780
- Administrative expenses
- $202,205
- Total expenses
- $5,491,140
- Net increase / (decrease)
- $10,417,314
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $149,891 | $0 |
| Creative Planning, Inc. | INVESTMENT ADVISORY | $40,314 | $0 |
| Sortino Advisory Partners, LLC | INVESTMENT ADVISORY | $12,000 | $0 |