Guardian Dentistry Practice Ma 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Guardian Dentistry Practice Ma)
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, Guardian Dentistry Practice Ma 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Guardian Dentistry Practice Ma under EIN 83-3074236 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,304 participants and $35,693,815 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Guardian Dentistry Practice Ma
- EIN
- 83-3074236
- Plan number
- 001
- Plan type
- 2
- Location
- Miami Lakes, FL
- Latest filing year
- 2023
- Participants
- 2,304
- End-of-year plan assets
- $35,693,815
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,304 | H, C | 20250630123943NAL0006608035001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,693,815
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,693,815
- Net assets (BOY)
- $17,469,518
Income & contributions
- Employer contributions
- $1,121,530
- Participant contributions
- $7,118,002
- Total contributions
- $16,240,515
- Total income / additions
- $21,526,142
Expenses & distributions
- Benefits paid
- $3,079,489
- Administrative expenses
- $190,658
- Total expenses
- $3,301,845
- Net increase / (decrease)
- $18,224,297
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $67,326 | not reported in the loaded dataset | 2023 |
| Ubs - Retirement Plan Consulting | ADVISOR | $49,566 | not reported in the loaded dataset | 2023 |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $5,360 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Guardian Dentistry Practice Ma
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Miami Lakes, FL
- Paychex, Inc. — Schedule C compensation
- Ubs - Retirement Plan Consulting — Schedule C compensation
- Erisa Fiduciary Services, Inc. — Schedule C compensation