Affiliated Family Dentist Pc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Affiliated Family Dentist Pc)
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, Affiliated Family Dentist Pc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Affiliated Family Dentist Pc under EIN 35-1637448 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $5,873,283 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Affiliated Family Dentist Pc
- EIN
- 35-1637448
- Plan number
- 001
- Plan type
- 2
- Location
- Mishawaka, IN
- Latest filing year
- 2023
- Participants
- 220
- End-of-year plan assets
- $5,873,283
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 220 | H, C | 20241015144708NAL0058215186001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,873,283
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,873,283
- Net assets (BOY)
- $5,079,202
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $380,748
- Total contributions
- $380,748
- Total income / additions
- $1,345,468
Expenses & distributions
- Benefits paid
- $529,512
- Administrative expenses
- $21,875
- Total expenses
- $551,387
- Net increase / (decrease)
- $794,081
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Levelized Compensation Advisor | INVESTMENT ADVISORY | $14,617 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $6,982 | not reported in the loaded dataset | 2023 |