Original filing (PDF)20251001085257NAL0031228834001

SUMBERA FAMILY DENTAL

Name: SUMBERA FAMILY DENTAL — SUMBERA FAMILY DENTAL PS AND 401(K) PLAN, Form 5500 (2024)
Creator: SUMBERA FAMILY DENTAL

Form 5500-SF

FILING_RECEIVED

SUMBERA FAMILY DENTAL PS AND 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUMBERA FAMILY DENTAL.

Plan sponsor

Name

SUMBERA FAMILY DENTAL

EIN

01-0556977

Address

1401 VICTORIA STATION DR. · VICTORIA, TX · 779013092

Phone

(361) 576-6118

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

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GAIL GERARD CHILDERS, D.M.D., P.A.

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$1.4M · 5 participants

DOUGLAS ANDERSON, DDS, PLLC

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MICHAEL J. WHITTED D.D.S., P.C.

MICHAEL J. WHITTED, DDS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN

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RYAN S C LEE, DDS, A PROF. DENTAL CORP.

RYAN S C LEE, DDS, A PROF. DENTAL CORP. DEFINED BENEFIT PENSION PLAN

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PREVENTIVE DENTAL SERVICES, P.C.