Riverside Dental Group And Dental Associate Offices 401(K) Plan — Form 5500 plan (Elias, Elliott, Lampasi, Fehn, Harris, And Nguyen A Dental Practice, I)
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, Riverside Dental Group And Dental Associate Offices 401(K) Plan is a benefit plan reported by Elias, Elliott, Lampasi, Fehn, Harris, And Nguyen A Dental Practice, I under EIN 33-0874160 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $5,233,595 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Elias, Elliott, Lampasi, Fehn, Harris, And Nguyen A Dental Practice, I
- EIN
- 33-0874160
- Plan number
- 001
- Plan type
- 2
- Location
- Riverside, CA
- Latest filing year
- 2023
- Participants
- 156
- End-of-year plan assets
- $5,233,595
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20241001195416NAL0012581584001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,233,595
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,233,595
- Net assets (BOY)
- $5,250,627
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $329,308
- Total contributions
- $387,088
- Total income / additions
- $1,169,672
Expenses & distributions
- Benefits paid
- $1,129,059
- Administrative expenses
- $57,645
- Total expenses
- $1,186,704
- Net increase / (decrease)
- -$17,032
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Resources Investment Advisors, LLC | INVESTMENT MGMT | $15,752 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $15,069 | $0 | 2023 |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $10,853 | not reported in the loaded dataset | 2023 |
| Planchec(K) Cpas LLC | AUDITOR | $8,500 | not reported in the loaded dataset | 2023 |
| Accelerate Investment Advisors LLC | INVESTMENT ADVISOR | $7,314 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $157 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Elias, Elliott, Lampasi, Fehn, Harris, And Nguyen A Dental Practice, I
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Riverside, CA
- Resources Investment Advisors, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Nfp Retirement Inc — Schedule C compensation
- Planchec(K) Cpas LLC — Schedule C compensation
- Accelerate Investment Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation