2023 Form 5500 filing — Guardian Dentistry Practice Ma 401(K) Profit Sharing Plan & Trust
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 20250630123943NAL0006608035001) for Guardian Dentistry Practice Ma 401(K) Profit Sharing Plan & Trust, reported by Guardian Dentistry Practice Ma under EIN 83-3074236 and plan number 001. It reports 2,304 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250630123943NAL0006608035001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Guardian Dentistry Practice Ma
- EIN
- 83-3074236
- Plan number
- 001
- Location
- Miami Lakes, FL
- Participants
- 2,304
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,693,815
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,693,815
- Employer contributions
- $1,121,530
- Participant contributions
- $7,118,002
- Total income / additions
- $21,526,142
- Benefits paid
- $3,079,489
- Administrative expenses
- $190,658
- Total expenses
- $3,301,845
- Net increase / (decrease)
- $18,224,297
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $67,326 | not reported in the loaded dataset |
| Ubs - Retirement Plan Consulting | ADVISOR | $49,566 | not reported in the loaded dataset |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $5,360 | not reported in the loaded dataset |