Leixir Dental Group/Knight Dental Group 401(K) Plan — Form 5500 plan (Leixir Dental Group)
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, Leixir Dental Group/Knight Dental Group 401(K) Plan is a benefit plan reported by Leixir Dental Group under EIN 59-1555207 and plan number 001. The latest loaded filing year is 2023. The filing reports 254 participants and $3,352,838 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Leixir Dental Group
- EIN
- 59-1555207
- Plan number
- 001
- Plan type
- 2
- Location
- Oldsmar, FL
- Latest filing year
- 2023
- Participants
- 254
- End-of-year plan assets
- $3,352,838
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 254 | H, C | 20241017101439NAL0031680769001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,352,838
- Total liabilities (EOY)
- $27,802
- Net assets (EOY)
- $3,325,036
- Net assets (BOY)
- $3,425,500
Income & contributions
- Participant contributions
- $284,649
- Total contributions
- $284,649
- Total income / additions
- $795,833
Expenses & distributions
- Benefits paid
- $861,497
- Administrative expenses
- $34,800
- Total expenses
- $896,297
- Net increase / (decrease)
- -$100,464
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Garcia & Ortiz, P.A. | AUDITOR | $14,500 | $0 | 2023 |
| Altium Wealth Management, LLC | INVESTMENT ADVISOR | $9,064 | $0 | 2023 |
| Pension Benefit Consultants, Inc. | THIRD PARTY ADMINISTRATO | $6,020 | $0 | 2023 |
| Rpcg LLC | CONTRACT ADMIN. | $3,160 | $0 | 2023 |
| Empower Annuity Insurance Co.. | RECORDKEEPER | $1,969 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $679 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Leixir Dental Group
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Oldsmar, FL
- Garcia & Ortiz, P.A. — Schedule C compensation
- Altium Wealth Management, LLC — Schedule C compensation
- Pension Benefit Consultants, Inc. — Schedule C compensation
- Rpcg LLC — Schedule C compensation
- Empower Annuity Insurance Co.. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation