Atlantic Dental Care 401(K) Profit Sharing Plan — Form 5500 plan (Atlantic Dental Care, Plc)
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, Atlantic Dental Care 401(K) Profit Sharing Plan is a benefit plan reported by Atlantic Dental Care, Plc under EIN 45-5402141 and plan number 001. The latest loaded filing year is 2023. The filing reports 826 participants and $76,009,114 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atlantic Dental Care, Plc
- EIN
- 45-5402141
- Plan number
- 001
- Plan type
- 2
- Location
- Estero, FL
- Latest filing year
- 2023
- Participants
- 826
- End-of-year plan assets
- $76,009,114
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 826 | H, C | 20241014115250NAL0014873347001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,009,114
- Total liabilities (EOY)
- $45,190
- Net assets (EOY)
- $75,963,924
- Net assets (BOY)
- $67,081,427
Income & contributions
- Employer contributions
- $3,710,177
- Participant contributions
- $3,459,680
- Total contributions
- $8,097,918
- Total income / additions
- $18,573,212
Expenses & distributions
- Benefits paid
- $9,469,039
- Administrative expenses
- $178,069
- Total expenses
- $9,690,715
- Net increase / (decrease)
- $8,882,497
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wellington Consulting Service, Inc. | INVESTMENT ADVISOR | $167,229 | not reported in the loaded dataset | 2023 |
| Wellington Retirement Solutions,Inc | RECORDKEEPER | $9,228 | not reported in the loaded dataset | 2023 |
| Steigerwald Gordon & Koch | INVESTMENT ADVISOR | $6,448 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | CUSTODIAN | $5,875 | $0 | 2023 |
| Cerity Partners LLC | INVESTMENT ADVISOR | $1,640 | not reported in the loaded dataset | 2023 |
| Financial Security Advisory In | INVESTMENT ADVISOR | $250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Atlantic Dental Care, Plc
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Estero, FL
- Wellington Consulting Service, Inc. — Schedule C compensation
- Wellington Retirement Solutions,Inc — Schedule C compensation
- Steigerwald Gordon & Koch — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Cerity Partners LLC — Schedule C compensation
- Financial Security Advisory In — Schedule C compensation