Western Dental Services, Inc. 401(K) Plan — Form 5500 plan (Western 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, Western Dental Services, Inc. 401(K) Plan is a benefit plan reported by Western Dental Services, Inc. under EIN 33-0065869 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,118 participants and $141,926,993 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Western Dental Services, Inc.
EIN
33-0065869
Plan number
001
Plan type
3
Location
Orange, CA
Latest filing year
2023
Participants
8,118
End-of-year plan assets
$141,926,993

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,118H, C20241203171114NAL0004177472001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$141,926,993
Total liabilities (EOY)
$0
Net assets (EOY)
$141,926,993
Net assets (BOY)
$113,080,018

Income & contributions

Participant contributions
$24,312,426
Total contributions
$25,998,942
Total income / additions
$43,263,518

Expenses & distributions

Benefits paid
$13,341,991
Administrative expenses
$951,966
Total expenses
$14,416,543
Net increase / (decrease)
$28,846,975

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Institutional Plan ServicesRECORD KEEPER$355,218$02023
Morgan StanleyINVESTMENT ADVISOR$114,723not reported in the loaded dataset2023

Related Form 5500 pages