2023 Form 5500 filing — Simply Orthodontics 401(K) 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 20250530112334NAL0022252146001) for Simply Orthodontics 401(K) Retirement Plan, reported by Simply Dental Management, Inc. under EIN 47-3738355 and plan number 001. It reports 398 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250530112334NAL0022252146001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Simply Dental Management, Inc.
- EIN
- 47-3738355
- Plan number
- 001
- Location
- Hopkinton, MA
- Participants
- 398
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,897,954
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,897,954
- Employer contributions
- $267,869
- Participant contributions
- $955,201
- Total income / additions
- $2,690,098
- Benefits paid
- $626,082
- Administrative expenses
- $43,008
- Total expenses
- $684,242
- Net increase / (decrease)
- $2,005,856
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $21,388 | $0 |
| Caron & Bletzer, Pllc | ACCOUNTANT | $9,265 | not reported in the loaded dataset |
| First National Corporation | ADVISOR | $8,219 | not reported in the loaded dataset |