2023 Form 5500 filing — Spring Dental 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 20241015202840NAL0051265408001) for Spring Dental 401(K) Plan, reported by Spring Dental under EIN 84-3938327 and plan number 001. It reports 883 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015202840NAL0051265408001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spring Dental
- EIN
- 84-3938327
- Plan number
- 001
- Location
- Jenks, OK
- Participants
- 883
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,588,971
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,588,971
- Participant contributions
- $1,016,611
- Total income / additions
- $1,408,128
- Benefits paid
- $100,463
- Administrative expenses
- $40,731
- Total expenses
- $141,194
- Net increase / (decrease)
- $1,266,934
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Professional Capital Services, LLC | CONTRACT PLAN ADMINISTRA | $28,207 | not reported in the loaded dataset |
| Soltis Investment Advisors, LLC | INVESTMENT ADVISOR | $12,524 | not reported in the loaded dataset |