2023 Form 5500 filing — Southern Dental Assoc 401k Psp

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 20250421120819NAL0001915283001) for Southern Dental Assoc 401k Psp, reported by Southern Dental Associates Pa under EIN 59-2915275 and plan number 001. It reports 22 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.4MReported net assets$7,374,568
Participants22
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250421120819NAL0001915283001
Plan sponsor
Southern Dental Associates Pa
EIN
59-2915275
Plan number
001
Location
Pensacola, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.4M total assets
Net assets$7.4MLiabilities
Money in vs. money out
Total income / additions$1.1M
Total expenses$228.6K
Benefits paid / distributions$228.6K
Contributions
Employer$145.7K
Participant$99.5K
Full reported line items
Total assets (EOY)
$7,374,568
Net assets (EOY)
$7,374,568
Employer contributions
$145,680
Participant contributions
$99,451
Total income / additions
$1,098,394
Benefits paid
$228,637
Total expenses
$228,637
Net increase / (decrease)
$869,757

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250421120819NAL0001915283001 cover?
It is the 2023 Form 5500 filing for Southern Dental Assoc 401k Psp, reported by Southern Dental Associates Pa (EIN 59-2915275).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages