Original filing (PDF)20250715155638NAL0001445827001

WATERTOWN DENTAL HEALTH GROUP, P.C.

Name: WATERTOWN DENTAL HEALTH GROUP, P.C. — WATERTOWN DENTAL HEALTH GROUP, PC PROFIT SHARING PLAN, Form 5500 (2023)
Creator: WATERTOWN DENTAL HEALTH GROUP, P.C.

Form 5500-SF

FILING_RECEIVED

WATERTOWN DENTAL HEALTH GROUP, PC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

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 WATERTOWN DENTAL HEALTH GROUP, P.C..

Plan sponsor

Name

WATERTOWN DENTAL HEALTH GROUP, P.C.

EIN

16-1253948

Address

1131 COMMERCE PARK DRIVE · WATERTOWN, NY · 13601

Phone

(315) 788-1070

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-15

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

BRIAN C. SHORT, D.D.S., PC

BRIAN C. SHORT, D.D.S., PC 401(K) PROFIT SHARING PLAN

$7.0M · 12 participants

SPRINGFIELD ASSOCIATES IN ORAL AND MAXILLOFACIAL SURGERY, LTD.

SPRINGFIELD ASSOCIATES IN ORAL AND MAXILLOFACIAL SURGERY, LTD. 401(K) PROFIT SHARING PLAN

$7.0M · 21 participants

KENDALL K JANG, DDS

KENDALL JANG, DDS QUALIFIED RETIREMENT PLAN

$7.0M · 3 participants

KIRKPATRICK & LAI, DDS, INC. P.C.

KIRKPATRICK & LAI, DDS INC. PC PROFIT SHARING PLAN

$7.0M · 12 participants