Plan5500

Coltene/Whaledent, Inc. Profit Sharing Plan — Form 5500 plan (Coltene/Whaledent, 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, Coltene/Whaledent, Inc. Profit Sharing Plan is a benefit plan reported by Coltene/Whaledent, Inc. under EIN 13-3568101 and plan number 001. The latest loaded filing year is 2023. The filing reports 391 participants and $23,890,327 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Coltene/Whaledent, Inc.
EIN
13-3568101
Plan number
001
Plan type
2
Location
Cuyahoga Falls, OH
Latest filing year
2023
Participants
391
End-of-year plan assets
$23,890,327

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023391H, C20240924125703NAL0023762050001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,890,327
Total liabilities (EOY)
$0
Net assets (EOY)
$23,890,327
Net assets (BOY)
$24,565,870

Income & contributions

Employer contributions
$710,515
Participant contributions
$1,496,403
Total contributions
$2,358,302
Total income / additions
$5,913,646

Expenses & distributions

Benefits paid
$6,471,621
Administrative expenses
$96,200
Total expenses
$6,589,189
Net increase / (decrease)
-$675,543

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$59,049$02023
Empower Advisory Group, LLCINVESTMENT MGMT$22,713not reported in the loaded dataset2023
Chad M. BoremanINVESTMENT ADVISOR$14,438not reported in the loaded dataset2023

Related Form 5500 pages