2023 Form 5500 filing — Permanente Dentists Retirement Plan For Permanente Dental Associates

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 20241011172034NAL0012801155001) for Permanente Dentists Retirement Plan For Permanente Dental Associates, reported by Permanente Dental Associates, P.C. under EIN 93-1078042 and plan number 002. It reports 240 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$55.4MReported net assets$55,357,021
Participants240
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241011172034NAL0012801155001
Plan sponsor
Permanente Dental Associates, P.C.
EIN
93-1078042
Plan number
002
Location
Portland, OR
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)$55.4M total assets
Net assets$55.4MLiabilities$0
Money in vs. money out
Total income / additions$6.9M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
Employer$800K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$55,357,021
Total liabilities (EOY)
$0
Net assets (EOY)
$55,357,021
Employer contributions
$800,000
Total income / additions
$6,893,568
Benefits paid
$1,432,645
Administrative expenses
$0
Total expenses
$1,432,645
Net increase / (decrease)
$5,460,923

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011172034NAL0012801155001 cover?
It is the 2023 Form 5500 filing for Permanente Dentists Retirement Plan For Permanente Dental Associates, reported by Permanente Dental Associates, P.C. (EIN 93-1078042).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages