Arrowhead Dental Laboratories, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Arrowhead Dental Laboratories, 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, Arrowhead Dental Laboratories, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Arrowhead Dental Laboratories, Inc. under EIN 87-0500333 and plan number 001. The latest loaded filing year is 2023. The filing reports 256 participants and $13,101,805 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Arrowhead Dental Laboratories, Inc.
EIN
87-0500333
Plan number
001
Plan type
2
Location
Sandy, UT
Latest filing year
2023
Participants
256
End-of-year plan assets
$13,101,805

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023256H, C20240530095645NAL0006838611001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,101,805
Total liabilities (EOY)
$0
Net assets (EOY)
$13,101,805
Net assets (BOY)
$12,064,930

Income & contributions

Employer contributions
$154,573
Participant contributions
$648,394
Total contributions
$802,967
Total income / additions
$2,593,723

Expenses & distributions

Benefits paid
$1,496,878
Administrative expenses
$59,970
Total expenses
$1,556,848
Net increase / (decrease)
$1,036,875

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$59,969$02023
Raymond James Fin Svcs AdvisorsINVESTMENT ADVISORY$0$26,8742023

Related Form 5500 pages