Pediatric Dentistry & Orthodontics Of Chattanooga Partnership 401(K) Plan — Form 5500 plan (Pediatric Dentistry And Orthodontics Of Chattanooga)
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, Pediatric Dentistry & Orthodontics Of Chattanooga Partnership 401(K) Plan is a benefit plan reported by Pediatric Dentistry And Orthodontics Of Chattanooga under EIN 83-2956929 and plan number 002. The latest loaded filing year is 2023. The filing reports 144 participants and $10,908,318 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pediatric Dentistry And Orthodontics Of Chattanooga
- EIN
- 83-2956929
- Plan number
- 002
- Plan type
- 2
- Location
- Chattanooga, TN
- Latest filing year
- 2023
- Participants
- 144
- End-of-year plan assets
- $10,908,318
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H, C | 20241014231300NAL0046181344001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,908,318
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,908,318
- Net assets (BOY)
- $8,626,001
Income & contributions
- Employer contributions
- $359,855
- Participant contributions
- $552,300
- Total contributions
- $912,155
- Total income / additions
- $2,529,690
Expenses & distributions
- Benefits paid
- $246,423
- Administrative expenses
- $950
- Total expenses
- $247,373
- Net increase / (decrease)
- $2,282,317
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial Services In | SERVICE PROVIDER | $0 | $17,462 | 2023 |
| Raymond James Financial Services Ad | SERVICE PROVIDER | $0 | $11,642 | 2023 |