Original filing (PDF)20250609163621NAL0012446931001

STONEGATE ORAL SURGERY LLP

Name: STONEGATE ORAL SURGERY LLP — STONEGATE ORAL SURGERY LLP PROFIT SHARING PLAN, Form 5500 (2024)
Creator: STONEGATE ORAL SURGERY LLP

Form 5500-SF

FILING_RECEIVED

STONEGATE ORAL SURGERY LLP PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 STONEGATE ORAL SURGERY LLP.

Plan sponsor

Name

STONEGATE ORAL SURGERY LLP

EIN

16-1579715

Address

2005 LYELL AVENUE · ROCHESTER, NY · 14606

Phone

(585) 254-5360

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-09

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

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

EXCELSIOR SPRINGS FAMILY DENTISTRY, LLC

EXCELSIOR SPRINGS FAMILY DENTISTRY, LLC PROFIT SHARING 401(K) PLAN

$2.7M · 15 participants

TALLAHASSEE DENTAL ASSOCIATES PLLC

TALLAHASSEE DENTAL ASSOCIATES RETIREMENT PLAN & TRUST

$2.7M · 22 participants

DVAZUBAR, LLC

DVAZUBAR, LLC 401(K) PLAN

$2.7M · 13 participants

JOHN W. YOUNIS, DDS, MDS, PLLC

JOHN W. YOUNIS, DDS, MDS, PLLC 401(K) PLAN

$2.7M · 7 participants

SCOTT DENTAL GROUP INC.

SCOTT DENTAL GROUP 401(K) PROFIT SHARING PLAN