· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PATTERSON FAMILY DENTISTRY, P.C. — PATTERSON FAMILY DENTISTRY, PC 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250609083459NAL0013874033001
PATTERSON FAMILY DENTISTRY, P.C.
Form 5500-SF
FILING_RECEIVED
PATTERSON FAMILY DENTISTRY, PC 401K PLAN
401(k) retirement plan
Active participants
23
Accounts w/ balance
21
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PATTERSON FAMILY DENTISTRY, P.C.
.
Find decision makers
Plan sponsor
Name
PATTERSON FAMILY DENTISTRY, P.C.
EIN
13-4257404
Address
642 N. OPPORTUNITY DRIVE, SUITE 101 · COLUMBIA CITY, IN · 46725
Phone
(260) 248-4858
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-06-09
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
DANIEL MCKINNEY, D.D.S.
MCKINNEY DENTAL 401(K) PROFIT SHARING PLAN
$2.5M · 7 participants
CHAD L. BEERS, D.D.S., P.L.C
CHAD L. BEERS, D.D.S., P.L.C 401(K) PROFIT SHARING PLAN
$2.5M · 22 participants
WANTAGH ORTHODONTICS, PLLC
WANTAGH ORTHODONTICS, PLLC PROFIT SHARING PLAN
$2.5M · 9 participants
JACOB S. HEYDEMANN, M.D., P.A.
JACOB S. HEYDEMANN, M.D., P.A. 401(K) PROFIT SHARING PLAN
$2.5M · 8 participants
BLC DENTAL PLLC DBA ADVANCE DENTAL
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
BLC DENTAL PLLC 401K PROFIT SHARING PLAN & TRUST
$2.5M · 8 participants
JACOB D. SORENSEN, PLC
JACOB D. SORENSEN, PLC 401(K) PROFIT SHARING PLAN
$2.5M · 18 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
