Original filing (PDF)20230721031703NAL0005830320001

FOREST FAMILY DENTISTRY

Name: FOREST FAMILY DENTISTRY — FOREST FAMILY DENTISTRY 401(K) PLAN, Form 5500 (2022)
Creator: FOREST FAMILY DENTISTRY

Form 5500-SF

FILING_RECEIVED

FOREST FAMILY DENTISTRY 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$998K

Net assets (EOY)

$998K

Plan health score

Top-tier plan health

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

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FOREST FAMILY DENTISTRY.

Plan sponsor

Name

FOREST FAMILY DENTISTRY

EIN

04-3378333

Address

81 RIVER STREET · MONTPELIER, VT · 05602

Phone

(802) 229-0033

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

ZACHARY W. HODGINS, D.M.D., P.A.

ZACHARY W. HODGINS, D.M.D., P.A. 401(K) PROFIT SHARING PLAN & TRUST

$998K · 5 participants

MARK W. REYNOLDS, DDS, MS, P.A.

MARK W. REYNOLDS, DDS, MS, PA DEFINED BENEFIT CASH BALANCE PLAN & TRUST

$998K · 12 participants

FOREST ORTHO & PEDIATRIC DENTISTRY, LLC

FOREST ORTHO & PEDIATRIC DENTISTRY, LLC 401K PLAN

$998K · 23 participants

DR. JAMES T. HENLEY

JT HENLEY 401(K) PLAN & TRUST

$997K · 7 participants

MOUNTAIN LAKES FAMILY DENTISTRY