California Dentists Guild Group Trust — Form 5500 plan (Alta Trust Company)
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, California Dentists Guild Group Trust is a benefit plan reported by Alta Trust Company under EIN 82-5314852 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $131,547,991 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alta Trust Company
- EIN
- 82-5314852
- Plan number
- 001
- Plan type
- 4
- Location
- Sioux Falls, SD
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $131,547,991
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20241004145927NAL0012355985004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $131,547,991
- Net assets (EOY)
- $131,547,991
- Net assets (BOY)
- $112,702,990
Income & contributions
- Employer contributions
- $4,825,598
- Participant contributions
- $4,478,965
- Total contributions
- $9,822,144
- Total income / additions
- $29,364,187
Expenses & distributions
- Benefits paid
- $8,811,682
- Administrative expenses
- $880,758
- Total expenses
- $9,697,735
- Net increase / (decrease)
- $19,666,452
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.