Dr. Dental 401(K) Plan — Form 5500 plan (Julia O Faigel Dmd, Pc)

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, Dr. Dental 401(K) Plan is a benefit plan reported by Julia O Faigel Dmd, Pc under EIN 20-1230800 and plan number 001. The latest loaded filing year is 2023. The filing reports 356 participants and $5,801,115 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Julia O Faigel Dmd, Pc
EIN
20-1230800
Plan number
001
Plan type
2
Location
East Boston, MA
Latest filing year
2023
Participants
356
End-of-year plan assets
$5,801,115

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023356H, C20250923081200NAL0007755875001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,801,115
Total liabilities (EOY)
$0
Net assets (EOY)
$5,801,115
Net assets (BOY)
$4,368,388

Income & contributions

Employer contributions
$200,725
Participant contributions
$1,079,218
Total contributions
$1,314,768
Total income / additions
$2,240,172

Expenses & distributions

Benefits paid
$793,145
Administrative expenses
$5,105
Total expenses
$807,445
Net increase / (decrease)
$1,432,727

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Srpc, IncINVESTMENT/FINANCIAL ADVI$23,837$02023
Adp, Inc.RECORD KEEPER$5,105$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages