Original filing (PDF)20250514140135NAL0028166112001

SPOTO FAMILY DENTISTRY

Name: SPOTO FAMILY DENTISTRY — SPOTO FAMILY DENTISTRY 401(K) PLAN, Form 5500 (2024)
Creator: SPOTO FAMILY DENTISTRY

Form 5500-SF

FILING_RECEIVED

SPOTO FAMILY DENTISTRY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan health score

/ 100

Grade A

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPOTO FAMILY DENTISTRY.

Plan sponsor

Name

SPOTO FAMILY DENTISTRY

EIN

16-1432091

Address

2005 LYELL AVENUE · ROCHESTER, NY · 14606

Phone

(585) 254-4414

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2025-05-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Related plans

Similar-size Offices of Dentists plans

ADVANCED FAMILY DENTISTRY

ADVANCED FAMILY DENTISTRY PROFIT SHARING PLAN

$2.5M · 8 participants

RICK K. HARRISON, D.M.D., P.A.

RICK K. HARRISON, D.M.D., P.A. PROFIT SHARING PLAN

$2.5M · 2 participants

METROPOLITAN FAMILY DENTAL P.C.

METROPOLITAN FAMILY DENTAL P.C. 401(K) PLAN

$2.5M · 4 participants

JEREMY R. BOLD, DDS, A PROFESSIONAL DENTAL CORPORATION

JEREMY R. BOLD, DDS, A PROFESSIONAL DENTAL CORPORATION CASH BALANCE PLAN

$2.5M · 9 participants

HUDSON FAMILY DENTAL P C