Peak Dental Services 401(K) Plan — Form 5500 plan (Peak Dental Services, 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, Peak Dental Services 401(K) Plan is a benefit plan reported by Peak Dental Services, Inc. under EIN 26-3216754 and plan number 001. The latest loaded filing year is 2023. The filing reports 514 participants and $11,072,386 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peak Dental Services, Inc.
- EIN
- 26-3216754
- Plan number
- 001
- Plan type
- 2
- Location
- Colorado Springs, CO
- Latest filing year
- 2023
- Participants
- 514
- End-of-year plan assets
- $11,072,386
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 514 | H, C | 20250811212657NAL0006839827001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,072,386
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,072,386
- Net assets (BOY)
- $7,998,060
Income & contributions
- Employer contributions
- $972,473
- Participant contributions
- $1,845,606
- Total contributions
- $2,876,390
- Total income / additions
- $4,436,696
Expenses & distributions
- Benefits paid
- $1,262,045
- Administrative expenses
- $100,325
- Total expenses
- $1,362,370
- Net increase / (decrease)
- $3,074,326
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Modern Financial Asset Management | INVESTMENT ADVISOR | $32,100 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $27,259 | $0 | 2023 |
| The Retirement Advantage Inc | CONTRACT ADMIN | $24,937 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,969 | not reported in the loaded dataset | 2023 |
| Envestment Retirement Solutions LLC | OTHER | $4,586 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, | OTHER | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Peak Dental Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Colorado Springs, CO
- Modern Financial Asset Management — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- The Retirement Advantage Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Envestment Retirement Solutions LLC — Schedule C compensation
- Qdro Consultants Company, — Schedule C compensation