Pacific Dental Services, LLC 401(K) Plan — Form 5500 plan (Pacific Dental 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, Pacific Dental Services, LLC 401(K) Plan is a benefit plan reported by Pacific Dental Services, LLC under EIN 33-0681491 and plan number 001. The latest loaded filing year is 2023. The filing reports 16,900 participants and $455,522,097 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pacific Dental Services, LLC
- EIN
- 33-0681491
- Plan number
- 001
- Plan type
- 3
- Location
- Irvine, CA
- Latest filing year
- 2023
- Participants
- 16,900
- End-of-year plan assets
- $455,522,097
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16,900 | H, C | 20241007120123NAL0008846787001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $455,522,097
- Total liabilities (EOY)
- $54,099
- Net assets (EOY)
- $455,467,998
- Net assets (BOY)
- $351,023,562
Income & contributions
- Employer contributions
- $10,501,940
- Participant contributions
- $63,102,279
- Total contributions
- $77,943,313
- Total income / additions
- $144,651,775
Expenses & distributions
- Benefits paid
- $38,729,400
- Administrative expenses
- $1,332,832
- Total expenses
- $40,207,339
- Net increase / (decrease)
- $104,444,436
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $933,823 | $0 | 2023 |
| Pension Benefits Unlimited,Inc | TPA | $300,000 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $73,759 | not reported in the loaded dataset | 2023 |
| Windes, Inc | AUDITOR | $25,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pacific Dental Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Irvine, CA
- Fidelity Investments Institutional — Schedule C compensation
- Pension Benefits Unlimited,Inc — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Windes, Inc — Schedule C compensation