2023 Form 5500 filing — Complete Mobile Dentistry 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 20241011090431NAL0043114178001) for Complete Mobile Dentistry 401(K) Plan, reported by Complete Mobile Dentistry, Inc. under EIN 11-3651272 and plan number 001. It reports 319 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011090431NAL0043114178001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Complete Mobile Dentistry, Inc.
- EIN
- 11-3651272
- Plan number
- 001
- Location
- Windsor, WI
- Participants
- 319
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,867,417
- Net assets (EOY)
- $3,867,417
- Employer contributions
- $728,703
- Participant contributions
- $435,227
- Total income / additions
- $1,730,101
- Benefits paid
- $687,934
- Administrative expenses
- $41,847
- Total expenses
- $734,868
- Net increase / (decrease)
- $995,233
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Consultants Co Inc | TPA | not reported in the loaded dataset | $22,275 |
| Merit Financial Group LLC | BROKER/DEALER | not reported in the loaded dataset | $10,442 |