Mortenson Dental Partners 401(K) Plan — Form 5500 plan (Mortenson Family Dental Holdings, Inc.)
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, Mortenson Dental Partners 401(K) Plan is a benefit plan reported by Mortenson Family Dental Holdings, Inc. under EIN 45-1839908 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,269 participants and $51,566,993 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mortenson Family Dental Holdings, Inc.
- EIN
- 45-1839908
- Plan number
- 003
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 2,269
- End-of-year plan assets
- $51,566,993
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,269 | H, C | 20241008140908NAL0034956994001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,566,993
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,566,993
- Net assets (BOY)
- $40,549,595
Income & contributions
- Employer contributions
- $3,537
- Participant contributions
- $7,039,534
- Total contributions
- $7,793,098
- Total income / additions
- $15,908,454
Expenses & distributions
- Benefits paid
- $5,281,780
- Administrative expenses
- $202,205
- Total expenses
- $5,491,140
- Net increase / (decrease)
- $10,417,314
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $149,891 | $0 | 2023 |
| Creative Planning, Inc. | INVESTMENT ADVISORY | $40,314 | $0 | 2023 |
| Sortino Advisory Partners, LLC | INVESTMENT ADVISORY | $12,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mortenson Family Dental Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Principal Life Insurance Company — Schedule C compensation
- Creative Planning, Inc. — Schedule C compensation
- Sortino Advisory Partners, LLC — Schedule C compensation