Plan5500

Curve Dental 401(K) Plan — Form 5500 plan (Cd Newco, 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, Curve Dental 401(K) Plan is a benefit plan reported by Cd Newco, LLC under EIN 82-4262769 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $2,922,110 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.9MPlan net assets, end of year$2,922,110
Participants135Covered participants reported
Assets / participant$21.6KComputed: assets ÷ participants$21,645 (computed)
Provider compensation$23.9K1 Schedule C provider row(s)$23,909
Plan sponsor
Cd Newco, LLC
EIN
82-4262769
Plan number
001
Plan type
2
Location
Provo, UT
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

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

  1. 2023
    135 participants · 2Sch 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)$2.9M total assets
Net assets$2.9MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$171.9K
Benefits paid / distributions$160.3K
Contributions
Employer$344.1K
Participant$719.6K
Full reported line items

Net assets

Total assets (EOY)
$2,922,110
Total liabilities (EOY)
$0
Net assets (EOY)
$2,922,110
Net assets (BOY)
$1,669,656

Income & contributions

Employer contributions
$344,112
Participant contributions
$719,610
Total contributions
$1,071,512
Total income / additions
$1,424,385

Expenses & distributions

Benefits paid
$160,255
Administrative expenses
$7,769
Total expenses
$171,931
Net increase / (decrease)
$1,252,454
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 assets6%Computed ratio
Benefits paid ÷ total income11%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    Stancorp Financial Group$23.9K
    NONE · Direct $23.9K

Related Form 5500 pages