2023 Form 5500 filing — Sga Dental Partners Opco LLC 401(K) Profit Sharing 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 20250320070945NAL0012478546001) for Sga Dental Partners Opco LLC 401(K) Profit Sharing Plan, reported by Sga Dental Partners Opco LLC under EIN 82-4860963 and plan number 001. It reports 1,202 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)$9.8MReported net assets$9,791,634
Participants1.2K1,202
Provider compensation$40.5K3 Schedule C row(s)$40,521
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250320070945NAL0012478546001
- Plan sponsor
- Sga Dental Partners Opco LLC
- EIN
- 82-4860963
- Plan number
- 001
- Location
- Richmond Hill, GA
- Received date
- not reported in the loaded dataset
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)$9.8M total assets
Net assets$9.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,791,634
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,791,634
- Employer contributions
- $0
- Participant contributions
- $2,389,752
- Total income / additions
- $5,354,016
- Benefits paid
- $363,835
- Administrative expenses
- $40,521
- Total expenses
- $404,356
- Net increase / (decrease)
- $4,949,660
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Investement Research | INVESTMENT ADVISOR | $27,507 | $0 |
| Siegel Actuarial Consultants, Inc. | not reported in the loaded dataset | $8,451 | $0 |
| Capital Group Retirement Plan Servi | not reported in the loaded dataset | $4,563 | $0 |