Plan5500

Dental Dreams 401(K) Plan — Form 5500 plan (Kos Services, LLC)

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, Dental Dreams 401(K) Plan is a benefit plan reported by Kos Services, LLC under EIN 20-8757725 and plan number 001. The latest loaded filing year is 2023. The filing reports 859 participants and $3,333,726 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kos Services, LLC
EIN
20-8757725
Plan number
001
Plan type
3
Location
Chicago, IL
Latest filing year
2023
Participants
859
End-of-year plan assets
$3,333,726

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023859H, C20241015102600NAL0028055457001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,333,726
Total liabilities (EOY)
$275,113
Net assets (EOY)
$3,058,613
Net assets (BOY)
$2,254,977

Income & contributions

Participant contributions
$477,727
Total contributions
$477,727
Total income / additions
$966,752

Expenses & distributions

Benefits paid
$131,154
Administrative expenses
$31,962
Total expenses
$163,116
Net increase / (decrease)
$803,636

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cetera Investment Advisors, LLCINVESTMENT ADVISORY$15,955not reported in the loaded dataset2023
NationwideRECORD KEEPEER$10,938not reported in the loaded dataset2023
Ppa/TpaINVESTMENT ADVISORY$5,100not reported in the loaded dataset2023
NationwideRECORD KEEPERnot reported in the loaded dataset$8772023

Related Form 5500 pages