Golden Rule Dental, Inc. Retirement Plan — Form 5500 plan (Golden Rule Dental, Inc.)
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, Golden Rule Dental, Inc. Retirement Plan is a benefit plan reported by Golden Rule Dental, Inc. under EIN 85-4380203 and plan number 001. The latest loaded filing year is 2023. The filing reports 16 participants and $1,387,259 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$1.4MPlan net assets, end of year$1,387,259
Participants16Covered participants reported
Assets / participant$86.7KComputed: assets ÷ participants$86,704 (computed)
Provider compensation$381 Schedule C provider row(s)
- Plan sponsor
- Golden Rule Dental, Inc.
- EIN
- 85-4380203
- Plan number
- 001
- Plan type
- 2
- Location
- Knoxville, TN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16 | I, C | 20241014115858NAL0045870144001 |
Schedule I · 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)$1.4M total assets
Net assets$1.4MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $1,387,259
- Net assets (EOY)
- $1,387,259
- Net assets (BOY)
- $3,450,567
Income & contributions
- Employer contributions
- $42,272
- Participant contributions
- $81,623
- Total income / additions
- $430,113
Expenses & distributions
- Benefits paid
- $2,493,171
- Administrative expenses
- $250
- Total expenses
- $2,493,421
- Net increase / (decrease)
- -$2,063,308
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.
34%66%
Employer 34%Participant 66%
Total expenses ÷ net assets180%Computed ratio
Benefits paid ÷ total income580%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Ret Ins. & Annuity Co | OTHER SERVICES | $0 | $38 | 2023 |