Central Coast Pediatric Dental Group Profit Sharing 401(K) Plan — Form 5500 plan (Central Coast Pediatric 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, Central Coast Pediatric Dental Group Profit Sharing 401(K) Plan is a benefit plan reported by Central Coast Pediatric Dental Group under EIN 77-0204484 and plan number 001. The latest loaded filing year is 2023. The filing reports 162 participants and $14,639,258 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Central Coast Pediatric Dental Group
- EIN
- 77-0204484
- Plan number
- 001
- Plan type
- 2
- Location
- Salinas, CA
- Latest filing year
- 2023
- Participants
- 162
- End-of-year plan assets
- $14,639,258
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 162 | H, C | 20241014112003NAL0014831171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,639,258
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,639,258
- Net assets (BOY)
- $12,388,536
Income & contributions
- Employer contributions
- $470,001
- Participant contributions
- $348,960
- Total contributions
- $818,961
- Total income / additions
- $2,461,342
Expenses & distributions
- Benefits paid
- $119,953
- Administrative expenses
- $83,400
- Total expenses
- $210,620
- Net increase / (decrease)
- $2,250,722
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $19,674 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Inc Dba Futurepla | CONTRACT ADMIN | $8,812 | $3,238 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $1,098 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Central Coast Pediatric Dental Group
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Salinas, CA
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Ascensus Holdings Inc Dba Futurepla — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation