Original filing (PDF)20251015075228NAL0004280321001

J. ERIC WALDEN, DMD, MS, PLLC DBA NORTHERN KENTUCKY ENDODONTICS

Name: J. ERIC WALDEN, DMD, MS, PLLC DBA NORTHERN KENTUCKY ENDODONTICS — J. ERIC WALDEN, DMD, MS, PLLC DBA NORTHERN KENTUCKY ENDODONTICS CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: J. ERIC WALDEN, DMD, MS, PLLC DBA NORTHERN KENTUCKY ENDODONTICS

Form 5500-SF

FILING_RECEIVED

J. ERIC WALDEN, DMD, MS, PLLC DBA NORTHERN KENTUCKY ENDODONTICS CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 J. ERIC WALDEN, DMD, MS, PLLC DBA NORTHERN KENTUCKY ENDODONTICS.

Plan sponsor

Name

J. ERIC WALDEN, DMD, MS, PLLC DBA NORTHERN KENTUCKY ENDODONTICS

DBA

DBA NORTHERN KENTUCKY ENDODONTICS

EIN

20-0672105

Address

8729 US 42, SUITE A · FLORENCE, KY · 410428533

Phone

(859) 647-0006

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

2025-10-15

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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