2023 Form 5500 filing — Peak Dental Services 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 20250811212657NAL0006839827001) for Peak Dental Services 401(K) Plan, reported by Peak Dental Services, Inc. under EIN 26-3216754 and plan number 001. It reports 514 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250811212657NAL0006839827001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peak Dental Services, Inc.
- EIN
- 26-3216754
- Plan number
- 001
- Location
- Colorado Springs, CO
- Participants
- 514
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,072,386
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,072,386
- Employer contributions
- $972,473
- Participant contributions
- $1,845,606
- Total income / additions
- $4,436,696
- Benefits paid
- $1,262,045
- Administrative expenses
- $100,325
- Total expenses
- $1,362,370
- Net increase / (decrease)
- $3,074,326
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Modern Financial Asset Management | INVESTMENT ADVISOR | $32,100 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $27,259 | $0 |
| The Retirement Advantage Inc | CONTRACT ADMIN | $24,937 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,969 | not reported in the loaded dataset |
| Envestment Retirement Solutions LLC | OTHER | $4,586 | not reported in the loaded dataset |
| Qdro Consultants Company, | OTHER | $400 | not reported in the loaded dataset |