Original filing (PDF)20250815083625NAL0005803219001

WILLIAM B. HORN, DDS, PC

Name: WILLIAM B. HORN, DDS, PC — WILLIAM B. HORN DDS PC 401K PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: WILLIAM B. HORN, DDS, PC

Form 5500-SF

FILING_RECEIVED

WILLIAM B. HORN DDS PC 401K PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 WILLIAM B. HORN, DDS, PC.

Plan sponsor

Name

WILLIAM B. HORN, DDS, PC

EIN

14-1605883

Address

155 EAST MAIN STREET · PORT JERVIS, NY · 12771

Phone

(845) 856-5049

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-08-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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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