Original filing (PDF)20251002085206NAL0000159971001

EMERSON ORTHODONTICS, LLC

Name: EMERSON ORTHODONTICS, LLC — EMERSON ORTHODONTICS LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: EMERSON ORTHODONTICS, LLC

Form 5500-SF

FILING_RECEIVED

EMERSON ORTHODONTICS LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMERSON ORTHODONTICS, LLC.

Plan sponsor

Name

EMERSON ORTHODONTICS, LLC

EIN

02-0665973

Address

345 OLD HOOK ROAD · WESTWOOD, NJ · 07675

Phone

(201) 666-4646

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

Similar-size Offices of Dentists plans

CREEKSIDE DENTAL

CREEKSIDE DENTAL 401(K) PROFIT SHARING PLAN & TRUST

$1.1M · 9 participants

JON T FLINT, DMD, PLLC

JON T FLINT 401(K) SAFE HARBOR PLAN

$1.1M · 5 participants

JEFFREY B. JAGHAB, DDS, PC

JEFFREY B. JAGHAB, DDS, PC 401(K) PROFIT SHARING PLAN & TRUST

$1.1M · 9 participants

JOSEPH L. ELIASON, D.D.S., M.S.D., A P.C.

JOSEPH L. ELIASON, D.D.S., M.S.D., A P.C. PROFIT SHARING 401(K) PLAN

$1.1M · 24 participants

PAUL M. FLYNN, D.D.S., P.C.