2023 Form 5500 filing — C&Tdg Management 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 20241009101722NAL0019002673001) for C&Tdg Management 401(K) Plan, reported by C&Tdg Management LLC Dba Oak Dental Partners under EIN 47-4712711 and plan number 001. It reports 771 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)$14.7MReported net assets$14,715,298

Participants771

Provider compensation$115.8K4 Schedule C row(s)$115,764

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241009101722NAL0019002673001
Plan sponsor: C&Tdg Management LLC Dba Oak Dental Partners
EIN: 47-4712711
Plan number: 001
Location: Alpharetta, GA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$14.7M total assets

Net assets$14.7MLiabilities$0

Money in vs. money out

Total income / additions$3.8M

Total expenses$1.6M

Benefits paid / distributions$1.4M

Contributions

EmployerNot reported

Participant$1.2M

Full reported line items

Total assets (EOY): $14,715,298
Total liabilities (EOY): $0
Net assets (EOY): $14,715,298
Participant contributions: $1,151,783
Total income / additions: $3,794,505
Benefits paid: $1,427,397
Administrative expenses: $86,626
Total expenses: $1,563,608
Net increase / (decrease): $2,230,897

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$76.6K
CONTRACT ADMINISTRATOR · Direct $76.6K · Indirect $0
2
Edward Jones$27.1K
INVESTMENT ADVISORY · Direct $0 · Indirect $27.1K
3
Orenda Retirement LLC$12.1K
CONTRACT ADMINISTRATOR · Direct $10.1K · Indirect $2K
4
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009101722NAL0019002673001 cover?: It is the 2023 Form 5500 filing for C&Tdg Management 401(K) Plan, reported by C&Tdg Management LLC Dba Oak Dental Partners (EIN 47-4712711).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).