Smile Design Dentistry 401(K) Savings Plan — Form 5500 plan (Smile Design Dentistry Of St. Pete, 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, Smile Design Dentistry 401(K) Savings Plan is a benefit plan reported by Smile Design Dentistry Of St. Pete, LLC under EIN 27-2835025 and plan number 001. The latest loaded filing year is 2023. The filing reports 460 participants and $6,933,606 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Smile Design Dentistry Of St. Pete, LLC
EIN
27-2835025
Plan number
001
Plan type
2
Location
Tampa, FL
Latest filing year
2023
Participants
460
End-of-year plan assets
$6,933,606

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023460H, C20241029083328NAL0002636051001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,933,606
Total liabilities (EOY)
$0
Net assets (EOY)
$6,933,606
Net assets (BOY)
$4,148,345

Income & contributions

Employer contributions
$577,908
Participant contributions
$900,623
Total contributions
$2,425,458
Total income / additions
$3,177,758

Expenses & distributions

Benefits paid
$382,210
Administrative expenses
$10,287
Total expenses
$392,497
Net increase / (decrease)
$2,785,261

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Florida Retirement ConsultantsNONE$8,996$02023
Empower Annuity Ins CoNONE$2,281$02023

Related Form 5500 pages