Simply Beautiful Smiles Management 401(K) Plan — Form 5500 plan (Pennsylvania Management Solution)

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, Simply Beautiful Smiles Management 401(K) Plan is a benefit plan reported by Pennsylvania Management Solution under EIN 35-2503668 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $1,046,347 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pennsylvania Management Solution
EIN
35-2503668
Plan number
001
Plan type
2
Location
Morrisville, PA
Latest filing year
2023
Participants
220
End-of-year plan assets
$1,046,347

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023220H, C20241015072134NAL0015936579001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,046,347
Total liabilities (EOY)
$0
Net assets (EOY)
$1,046,347
Net assets (BOY)
$876,773

Income & contributions

Participant contributions
$356,154
Total contributions
$376,061
Total income / additions
$523,249

Expenses & distributions

Benefits paid
$348,717
Administrative expenses
$4,958
Total expenses
$353,675
Net increase / (decrease)
$169,574

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$4,958$02023

Related Form 5500 pages