Spring Dental 401(K) Plan — Form 5500 plan (Spring Dental)
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, Spring Dental 401(K) Plan is a benefit plan reported by Spring Dental under EIN 84-3938327 and plan number 001. The latest loaded filing year is 2023. The filing reports 883 participants and $2,588,971 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spring Dental
- EIN
- 84-3938327
- Plan number
- 001
- Plan type
- 2
- Location
- Jenks, OK
- Latest filing year
- 2023
- Participants
- 883
- End-of-year plan assets
- $2,588,971
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 883 | H, C | 20241015202840NAL0051265408001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,588,971
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,588,971
- Net assets (BOY)
- $1,322,037
Income & contributions
- Participant contributions
- $1,016,611
- Total contributions
- $1,044,439
- Total income / additions
- $1,408,128
Expenses & distributions
- Benefits paid
- $100,463
- Administrative expenses
- $40,731
- Total expenses
- $141,194
- Net increase / (decrease)
- $1,266,934
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Professional Capital Services, LLC | CONTRACT PLAN ADMINISTRA | $28,207 | not reported in the loaded dataset | 2023 |
| Soltis Investment Advisors, LLC | INVESTMENT ADVISOR | $12,524 | not reported in the loaded dataset | 2023 |