Stonecreek Dental Care 401(K)Plan — Form 5500 plan (Stonecreek 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, Stonecreek Dental Care 401(K)Plan is a benefit plan reported by Stonecreek Services, LLC under EIN 35-2662873 and plan number 001. The latest loaded filing year is 2023. The filing reports 251 participants and $3,214,086 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stonecreek Services, LLC
EIN
35-2662873
Plan number
001
Plan type
2
Location
Vestavia Hills, AL
Latest filing year
2023
Participants
251
End-of-year plan assets
$3,214,086

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023251H, C20241015154443NAL0030218017001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,214,086
Total liabilities (EOY)
$0
Net assets (EOY)
$3,214,086
Net assets (BOY)
$2,285,690

Income & contributions

Employer contributions
$107,964
Participant contributions
$429,906
Total contributions
$548,411
Total income / additions
$1,021,309

Expenses & distributions

Benefits paid
$52,194
Administrative expenses
$40,719
Total expenses
$92,913
Net increase / (decrease)
$928,396

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$26,985$02023
Wells Fargo AdvisorsSERVICE PROVIDER$13,062not reported in the loaded dataset2023

Related Form 5500 pages