Smile Doctors Retirement Plan — Form 5500 plan (Smile Doctors, 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, Smile Doctors Retirement Plan is a benefit plan reported by Smile Doctors, LLC under EIN 47-3435755 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,395 participants and $34,873,270 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$34.9MPlan net assets, end of year$34,873,079
Participants3.4KCovered participants reported3,395
Assets / participant$10.3KComputed: assets ÷ participants$10,272 (computed)
Provider compensation$49.3K3 Schedule C provider row(s)$49,282
Plan sponsor
Smile Doctors, LLC
EIN
47-3435755
Plan number
001
Plan type
3
Location
Dallas, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    3,395 participants · 3Sch HSch C
    View filing →
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)$34.9M total assets
Net assets$34.9MLiabilities$191
Money in vs. money out
Total income / additions$19.7M
Total expenses$2.6M
Benefits paid / distributions$2M
Contributions
Employer$856.7K
Participant$7.9M
Full reported line items

Net assets

Total assets (EOY)
$34,873,270
Total liabilities (EOY)
$191
Net assets (EOY)
$34,873,079
Net assets (BOY)
$17,750,137

Income & contributions

Employer contributions
$856,663
Participant contributions
$7,939,640
Total contributions
$15,044,450
Total income / additions
$19,736,434

Expenses & distributions

Benefits paid
$2,036,887
Administrative expenses
$49,282
Total expenses
$2,624,347
Net increase / (decrease)
$17,112,087
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 10%Participant 90%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income10%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    NONE · Direct $36.2K
  2. 2
    NONE · Direct $13.1K
  3. 3
    NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Smile Doctors Retirement Plan?
Smile Doctors Retirement Plan is reported as sponsored by Smile Doctors, LLC (EIN 47-3435755, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Smile Doctors Retirement Plan?
The latest Form 5500 filing year loaded for Smile Doctors Retirement Plan is 2023.
How many participants does Smile Doctors Retirement Plan report?
Smile Doctors Retirement Plan reports 3,395 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Smile Doctors Retirement Plan?
Smile Doctors Retirement Plan reports $34,873,270 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages