Advanced Dental Technologies I 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Advanced Dental Technologies I)

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, Advanced Dental Technologies I 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Advanced Dental Technologies I under EIN 04-3148543 and plan number 001. The latest loaded filing year is 2023. The filing reports 37 participants and $1,510,827 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.5MPlan net assets, end of year$1,510,827
Participants37Covered participants reported
Assets / participant$40.8KComputed: assets ÷ participants$40,833 (computed)
Provider compensationNone reported
Plan sponsor
Advanced Dental Technologies I
EIN
04-3148543
Plan number
001
Plan type
2
Location
Stoneham, MA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202337I20240713222328NAL0042014290001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.5M total assets
Net assets$1.5MLiabilities$0
Money in vs. money out
Total income / additions$390.8K
Total expenses$23.5K
Benefits paid / distributions$12.2K
Contributions
Employer$6.3K
Participant$99.6K
Full reported line items

Net assets

Total assets (EOY)
$1,510,827
Total liabilities (EOY)
$0
Net assets (EOY)
$1,510,827
Net assets (BOY)
$1,143,474

Income & contributions

Employer contributions
$6,277
Participant contributions
$99,614
Total income / additions
$390,837

Expenses & distributions

Benefits paid
$12,212
Administrative expenses
$1,614
Total expenses
$23,484
Net increase / (decrease)
$367,353
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 6%Participant 94%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income3%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages