2023 Form 5500 filing — Straine Dental Management LLC 401(K) Profit Sharing Plan & Trust

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 20241015133257NAL0014727971001) for Straine Dental Management LLC 401(K) Profit Sharing Plan & Trust, reported by Straine Dental Management LLC under EIN 87-4435173 and plan number 001. It reports 710 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)$11.5MReported net assets$11,470,267
Participants710
Provider compensation$50.4K2 Schedule C row(s)$50,353
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015133257NAL0014727971001
Plan sponsor
Straine Dental Management LLC
EIN
87-4435173
Plan number
001
Location
Sacramento, CA
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)$11.5M total assets
Net assets$11.5MLiabilities$0
Money in vs. money out
Total income / additions$5.4M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
Employer$967.3K
Participant$1.9M
Full reported line items
Total assets (EOY)
$11,470,267
Total liabilities (EOY)
$0
Net assets (EOY)
$11,470,267
Employer contributions
$967,307
Participant contributions
$1,942,920
Total income / additions
$5,395,888
Benefits paid
$1,372,858
Administrative expenses
$50,953
Total expenses
$1,430,051
Net increase / (decrease)
$3,965,837
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $28K
  2. 2
    RECORDKEEPER · Direct $22.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015133257NAL0014727971001 cover?
It is the 2023 Form 5500 filing for Straine Dental Management LLC 401(K) Profit Sharing Plan & Trust, reported by Straine Dental Management LLC (EIN 87-4435173).
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).

Related Form 5500 pages