· 2022–2024 · DOL EFAST2

CANANDAIGUA ORAL SURGERY PC — CANANDAIGUA ORAL SURGERY PC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250408114202NAL0011091251001

CANANDAIGUA ORAL SURGERY PC

Form 5500-SF

FILING_RECEIVED

CANANDAIGUA ORAL SURGERY PC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

9

Accounts w/ balance

10

Plan assets (EOY)

$123K

Net assets (EOY)

$123K

Plan health score

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

64

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CANANDAIGUA ORAL SURGERY PC.

Plan sponsor

Name

CANANDAIGUA ORAL SURGERY PC

EIN

16-1600539all filings

Address

500 N MAIN ST · CANANDAIGUA, NY · 144241022

Phone

(585) 394-3322

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

2025-04-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

WAYNE J JOSEPH DDS MS PC

WAYNE J JOSEPH DDS MS PC 401K PLAN

$123K · 10 participants

TOPEKA PRODENTAL

TOPEKA PRODENTAL 401(K) PLAN

$123K · 9 participants

SAN MARCOS PEDIATRIC DENTISTRY AND ORTHODONTICS, PLLC

SAN MARCOS PEDIATRIC DENTISTRY AND ORTHODONTICS, PLLC 401(K) PLAN

$123K · 5 participants

SOUTHERNMOST SMILES PA

SOUTHERNMOST SMILES PA 401(K) PROFIT SHARING PLAN

$123K · 6 participants

SOLOMON ISAKOV DMD LLC

SOLOMON ISAKOV DMD 401K AND PROFIT SHARING PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.