Dental Health Associates Of Madison, Ltd. 401(K) Profit Sharing Plan — Form 5500 plan (Dental Health Associates Of Madison, Ltd.)
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, Dental Health Associates Of Madison, Ltd. 401(K) Profit Sharing Plan is a benefit plan reported by Dental Health Associates Of Madison, Ltd. under EIN 39-1190243 and plan number 001. The latest loaded filing year is 2023. The filing reports 400 participants and $62,432,957 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dental Health Associates Of Madison, Ltd.
- EIN
- 39-1190243
- Plan number
- 001
- Plan type
- 2
- Location
- Fitchburg, WI
- Latest filing year
- 2023
- Participants
- 400
- End-of-year plan assets
- $62,432,957
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 400 | H, C | 20241001092104NAL0003864163001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,432,957
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,432,957
- Net assets (BOY)
- $59,560,555
Income & contributions
- Employer contributions
- $1,571,279
- Participant contributions
- $1,802,107
- Total contributions
- $3,395,415
- Total income / additions
- $13,668,987
Expenses & distributions
- Benefits paid
- $10,693,759
- Administrative expenses
- $102,826
- Total expenses
- $10,796,585
- Net increase / (decrease)
- $2,872,402
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $63,108 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $22,971 | not reported in the loaded dataset | 2023 |
| Sva Certified Public Accountants S | AUDITOR | $13,551 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,196 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dental Health Associates Of Madison, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Fitchburg, WI
- Empower Annuity Insurance Company O — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Sva Certified Public Accountants S — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation