Plan5500

Complete Mobile Dentistry 401(K) Plan — Form 5500 plan (Complete Mobile Dentistry, 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, Complete Mobile Dentistry 401(K) Plan is a benefit plan reported by Complete Mobile Dentistry, Inc. under EIN 11-3651272 and plan number 001. The latest loaded filing year is 2023. The filing reports 319 participants and $3,867,417 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Complete Mobile Dentistry, Inc.
EIN
11-3651272
Plan number
001
Plan type
2
Location
Windsor, WI
Latest filing year
2023
Participants
319
End-of-year plan assets
$3,867,417

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023319H, C20241011090431NAL0043114178001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,867,417
Net assets (EOY)
$3,867,417
Net assets (BOY)
$2,872,184

Income & contributions

Employer contributions
$728,703
Participant contributions
$435,227
Total contributions
$1,209,904
Total income / additions
$1,730,101

Expenses & distributions

Benefits paid
$687,934
Administrative expenses
$41,847
Total expenses
$734,868
Net increase / (decrease)
$995,233

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pension Consultants Co IncTPAnot reported in the loaded dataset$22,2752023
Merit Financial Group LLCBROKER/DEALERnot reported in the loaded dataset$10,4422023

Related Form 5500 pages