American Dental Partners, Inc. Savings And Retirement Plan — Form 5500 plan (American Dental Partners, Inc.)
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, American Dental Partners, Inc. Savings And Retirement Plan is a benefit plan reported by American Dental Partners, Inc. under EIN 04-3297858 and plan number 001. The latest loaded filing year is 2023. The filing reports 998 participants and $53,646,751 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Dental Partners, Inc.
- EIN
- 04-3297858
- Plan number
- 001
- Plan type
- 3
- Location
- Effingham, IL
- Latest filing year
- 2023
- Participants
- 998
- End-of-year plan assets
- $53,646,751
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 998 | H, C | 20240930145330NAL0005684689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,646,751
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,646,751
- Net assets (BOY)
- $45,674,600
Income & contributions
- Employer contributions
- $924,093
- Participant contributions
- $2,457,127
- Total contributions
- $3,630,434
- Total income / additions
- $12,364,535
Expenses & distributions
- Benefits paid
- $4,285,473
- Administrative expenses
- $64,835
- Total expenses
- $4,392,384
- Net increase / (decrease)
- $7,972,151
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $28,935 | not reported in the loaded dataset | 2023 |
| Martin Hood LLC | AUDITOR | $25,250 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $10,350 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Co LLC | CONSULTING | $300 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Dental Partners, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Effingham, IL
- Fiducient Advisors LLC — Schedule C compensation
- Martin Hood LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants Co LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation