Original filing (PDF)20250218112650NAL0007563362001

BEVERLY J FANZ DDS INC

Name: BEVERLY J FANZ DDS INC — BEVERLY J FANZ DDS INC 401 PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: BEVERLY J FANZ DDS INC

Form 5500-SF

FILING_RECEIVED

BEVERLY J FANZ DDS INC 401 PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

Late filing · 75.1 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$503K

Net assets (EOY)

Plan health score

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 75.1 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BEVERLY J FANZ DDS INC.

Plan sponsor

Name

BEVERLY J FANZ DDS INC

EIN

04-3641953all filings

Address

625 W NATIONAL RD · ENGLEWOOD, OH · 453221162

Phone

(937) 836-7911

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2017-01-01

Tax period

2017-12-31

Filed

2025-02-18

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)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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