2023 Form 5500 filing — P1 Retirement 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 20241015083718NAL0047055408001) for P1 Retirement Plan, reported by P1 Dental Mso LLC under EIN 85-3546257 and plan number 001. It reports 391 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)$16.6MReported net assets$16,613,235

Participants391

Provider compensation$71.9K2 Schedule C row(s)$71,944

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015083718NAL0047055408001
Plan sponsor: P1 Dental Mso LLC
EIN: 85-3546257
Plan number: 001
Location: Indianapolis, IN
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)$16.6M total assets

Net assets$16.6MLiabilities$0

Money in vs. money out

Total income / additions$5.2M

Total expenses$1.5M

Benefits paid / distributions$1.5M

Contributions

Employer$944.4K

Participant$1.7M

Full reported line items

Total assets (EOY): $16,613,235
Total liabilities (EOY): $0
Net assets (EOY): $16,613,235
Employer contributions: $944,421
Participant contributions: $1,679,730
Total income / additions: $5,186,119
Benefits paid: $1,472,647
Administrative expenses: $72,629
Total expenses: $1,545,314
Net increase / (decrease): $3,640,805

Schedule C

Reported service provider compensation

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

1
Lpl Financial LLC$42.7K
ADVISOR · Direct $42.7K
2
Fidelity Investments Institutional$29.2K
RECORDKEEPER · Direct $29.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015083718NAL0047055408001 cover?: It is the 2023 Form 5500 filing for P1 Retirement Plan, reported by P1 Dental Mso LLC (EIN 85-3546257).
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).