2023 Form 5500 filing — Pediatric Dentistry & Orthodontics Of Chattanooga Partnership 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 20241014231300NAL0046181344001) for Pediatric Dentistry & Orthodontics Of Chattanooga Partnership 401(K) Plan, reported by Pediatric Dentistry And Orthodontics Of Chattanooga under EIN 83-2956929 and plan number 002. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014231300NAL0046181344001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pediatric Dentistry And Orthodontics Of Chattanooga
- EIN
- 83-2956929
- Plan number
- 002
- Location
- Chattanooga, TN
- Participants
- 144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,908,318
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,908,318
- Employer contributions
- $359,855
- Participant contributions
- $552,300
- Total income / additions
- $2,529,690
- Benefits paid
- $246,423
- Administrative expenses
- $950
- Total expenses
- $247,373
- Net increase / (decrease)
- $2,282,317
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Services In | SERVICE PROVIDER | $0 | $17,462 |
| Raymond James Financial Services Ad | SERVICE PROVIDER | $0 | $11,642 |