2023 Form 5500 filing — Smile Lodge 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 20241203144413NAL0001578963001) for Smile Lodge Retirement Plan, reported by Mcdonnell And Mcmahon Pediatric Dentistry, Pllc under EIN 47-2651798 and plan number 001. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241203144413NAL0001578963001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mcdonnell And Mcmahon Pediatric Dentistry, Pllc
- EIN
- 47-2651798
- Plan number
- 001
- Location
- Clifton Park, NY
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,577,532
- Total liabilities (EOY)
- $30,943
- Net assets (EOY)
- $5,546,589
- Employer contributions
- $98,413
- Participant contributions
- $439,426
- Total income / additions
- $1,349,873
- Benefits paid
- $194,600
- Administrative expenses
- $12,445
- Total expenses
- $237,988
- Net increase / (decrease)
- $1,111,885
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Erisa Services Midwest, LLC | THIRD PARTY ADMINISTRATO | $0 | $15,786 |
| Prevail Innovative Wealth Advisors | SERVICE PROVIDER | $0 | $8,750 |