2023 Form 5500 filing — Western Dental Services, Inc. 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 20241203171114NAL0004177472001) for Western Dental Services, Inc. 401(K) Plan, reported by Western Dental Services, Inc. under EIN 33-0065869 and plan number 001. It reports 8,118 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241203171114NAL0004177472001
Filing year
2023
Form type
3
Plan sponsor
Western Dental Services, Inc.
EIN
33-0065869
Plan number
001
Location
Orange, CA
Participants
8,118
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$141,926,993
Total liabilities (EOY)
$0
Net assets (EOY)
$141,926,993
Participant contributions
$24,312,426
Total income / additions
$43,263,518
Benefits paid
$13,341,991
Administrative expenses
$951,966
Total expenses
$14,416,543
Net increase / (decrease)
$28,846,975
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Voya Institutional Plan ServicesRECORD KEEPER$355,218$0
Morgan StanleyINVESTMENT ADVISOR$114,723not reported in the loaded dataset

Related Form 5500 pages