Liberty Dental Plan Corporation 401(K) Plan — Form 5500 plan (Liberty Dental Plan Corporation)

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, Liberty Dental Plan Corporation 401(K) Plan is a benefit plan reported by Liberty Dental Plan Corporation under EIN 26-4074848 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,270 participants and $37,886,304 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Liberty Dental Plan Corporation
EIN
26-4074848
Plan number
001
Plan type
2
Location
Tustin, CA
Latest filing year
2023
Participants
1,270
End-of-year plan assets
$37,886,304

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,270H, C20241015203042NAL0015376611001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,886,304
Total liabilities (EOY)
$0
Net assets (EOY)
$37,886,304
Net assets (BOY)
$30,289,241

Income & contributions

Employer contributions
$2,758,958
Participant contributions
$5,274,364
Total contributions
$8,536,124
Total income / additions
$14,609,902

Expenses & distributions

Benefits paid
$6,835,316
Administrative expenses
$153,702
Total expenses
$7,012,839
Net increase / (decrease)
$7,597,063

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$153,701$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages