National Dentex Corporation Plan — Form 5500 plan (National Dentex, LLC)
Plain-English plan 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, National Dentex Corporation Plan is a benefit plan reported by National Dentex, LLC under EIN 04-2762050 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,162 participants and $123,565,689 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Dentex, LLC
- EIN
- 04-2762050
- Plan number
- 002
- Plan type
- 2
- Location
- Palm Beach Gardens, FL
- Latest filing year
- 2023
- Participants
- 3,162
- End-of-year plan assets
- $123,565,689
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,162 | H, C | 20241003101540NAL0009719233001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $123,565,689
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $123,565,689
- Net assets (BOY)
- $113,180,121
Income & contributions
- Employer contributions
- $1,990,120
- Participant contributions
- $6,841,622
- Total contributions
- $9,201,019
- Total income / additions
- $28,630,326
Expenses & distributions
- Benefits paid
- $18,282,744
- Administrative expenses
- -$44,630
- Total expenses
- $18,244,758
- Net increase / (decrease)
- $10,385,568
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $68,992 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $34,364 | not reported in the loaded dataset | 2023 |
| Stowe & Degon LLC | ACCOUNTANT/AUDITOR | $15,900 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$163,886 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Dentex, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Palm Beach Gardens, FL
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Stowe & Degon LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation