2023 Form 5500 filing — Smile Design Dentistry 401(K) Savings 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 20241029083328NAL0002636051001) for Smile Design Dentistry 401(K) Savings Plan, reported by Smile Design Dentistry Of St. Pete, LLC under EIN 27-2835025 and plan number 001. It reports 460 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241029083328NAL0002636051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Smile Design Dentistry Of St. Pete, LLC
- EIN
- 27-2835025
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 460
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,933,606
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,933,606
- Employer contributions
- $577,908
- Participant contributions
- $900,623
- Total income / additions
- $3,177,758
- Benefits paid
- $382,210
- Administrative expenses
- $10,287
- Total expenses
- $392,497
- Net increase / (decrease)
- $2,785,261
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Florida Retirement Consultants | NONE | $8,996 | $0 |
| Empower Annuity Ins Co | NONE | $2,281 | $0 |