Arrow Dental 401(K) Retirement Savings Plan — Form 5500 plan (Arrow Dental, Pllc)

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, Arrow Dental 401(K) Retirement Savings Plan is a benefit plan reported by Arrow Dental, Pllc under EIN 47-1562645 and plan number 001. The latest loaded filing year is 2023. The filing reports 504 participants and $30,277,604 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$30.3MPlan net assets, end of year$30,277,604
Participants504Covered participants reported
Assets / participant$60.1KComputed: assets ÷ participants$60,075 (computed)
Provider compensation$10K3 Schedule C provider row(s)$10,020
Plan sponsor
Arrow Dental, Pllc
EIN
47-1562645
Plan number
001
Plan type
4
Location
Lexington, KY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023504H, C20241015155832NAL0029026257001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$30.3M total assets
Net assets$30.3MLiabilities$0
Money in vs. money out
Total income / additions$8.1M
Total expenses$809K
Benefits paid / distributions$696K
Contributions
Employer$795.8K
Participant$1.7M
Full reported line items

Net assets

Total assets (EOY)
$30,277,604
Total liabilities (EOY)
$0
Net assets (EOY)
$30,277,604
Net assets (BOY)
$23,035,707

Income & contributions

Employer contributions
$795,763
Participant contributions
$1,652,952
Total contributions
$3,871,160
Total income / additions
$8,050,893

Expenses & distributions

Benefits paid
$695,951
Administrative expenses
$105,017
Total expenses
$808,996
Net increase / (decrease)
$7,241,897
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 32%Participant 68%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income9%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wilshire Associates, Inc (Usa)RIA$5,237not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORD KEEPER$4,783not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORD INVESTMENT$0$02023

Related Form 5500 pages