Original filing (PDF)20240708163747NAL0020383920001

COSMETIC & NATURAL DENTISTRY

Name: COSMETIC & NATURAL DENTISTRY — COSMETIC & NATURAL DENTISTRY 401(K) P/S PLAN, Form 5500 (2023)
Creator: COSMETIC & NATURAL DENTISTRY

Form 5500-SF

FILING_RECEIVED

COSMETIC & NATURAL DENTISTRY 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 COSMETIC & NATURAL DENTISTRY.

Plan sponsor

Name

COSMETIC & NATURAL DENTISTRY

EIN

16-1710676

Address

6830 B MONTGOMERY BOULEVARD · ALBUQUERQUE, NM · 87109

Phone

(505) 294-9208

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

2023-01-01

Tax period

2023-12-31

Filed

2024-07-08

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

R. BRUCE MILLER, D.D.S., M.S., P.A.

R. BRUCE MILLER, D.D.S., M.S., P.A. RETIREMENT PLAN

$1.4M · 8 participants

BELLAIRE PEDIATRIC DENTISTRY, PA

BELLAIRE PEDIATRIC DENTISTRY, PA 401(K) PLAN

$1.4M · 5 participants

KEELAN DENTAL, PC

KEELAN FAMILY DENTAL 401(K) PLAN

$1.4M · 42 participants

MARK D. SHIRLEY, DDS, PC

MARK D. SHIRLEY, DDS, PC 401(K) PLAN

$1.4M · 12 participants

DAN DRYE DMD, MS, LLC

DAN DRYE DMD, MS, LLC CASH BALANCE PLAN