Original filing (PDF)20250619152005NAL0001873635001

AVON WELLNESS CENTER DENTAL ASSOCIATES, P.C.

Name: AVON WELLNESS CENTER DENTAL ASSOCIATES, P.C. — AVON WELLNESS CENTER DENTAL ASSOCIATES, P.C. RETIREMENT PLAN & TRUST, Form 5500 (2024)
Creator: AVON WELLNESS CENTER DENTAL ASSOCIATES, P.C.

Form 5500-SF

FILING_RECEIVED

AVON WELLNESS CENTER DENTAL ASSOCIATES, P.C. RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

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 AVON WELLNESS CENTER DENTAL ASSOCIATES, P.C..

Plan sponsor

Name

AVON WELLNESS CENTER DENTAL ASSOCIATES, P.C.

EIN

06-0972256

Address

100 SIMSBURY ROAD, SUITE 201 · AVON, CT · 06001

Phone

(860) 606-0066

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-19

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

C.M. TYLER D.D.S., P.C.

C.M. TYLER D.D.S., P.C. 401(K) PROFIT SHARING PLAN

$3.7M · 14 participants

PETERBOROUGH FAMILY DENTAL & IMPLANT CENTER

PETERBOROUGH FAMILY DENTAL 401(K) PLAN

$3.7M · 16 participants

ROBERT H. WALDMAN, D.D.S.

ROBERT H. WALDMAN, D.D.S. PROFIT SHARING PLAN

$3.7M

MATTHEW W. HORNE, D.D.S., PLLC

MATTHEW W. HORNE, D.D.S., PLLC 401(K) P/S PLAN

$3.7M · 14 participants

CHRISTOPHER M MATHISON, DDS, PC

CHRISTOPHER M MATHISON, DDS, P.C. 401(K) PROFIT SHARING PLAN