2023 Form 5500 filing — Dental Intel 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 20241011104049NAL0036687344001) for Dental Intel 401(K) Plan, reported by Dental Intelligence, Inc. under EIN 46-3551770 and plan number 001. It reports 265 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011104049NAL0036687344001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dental Intelligence, Inc.
- EIN
- 46-3551770
- Plan number
- 001
- Location
- Pleasant Grove, UT
- Participants
- 265
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,293,809
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,293,809
- Employer contributions
- $682,101
- Participant contributions
- $1,390,408
- Total income / additions
- $3,279,928
- Benefits paid
- $636,362
- Administrative expenses
- $49,293
- Total expenses
- $695,299
- Net increase / (decrease)
- $2,584,629
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Caliber Wealth Management LLC | ADVISOR | $26,442 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $22,851 | $0 |