· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
APEX ENDODONTICS, LLC — APEX ENDODONTICS 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250829121719NAL0006100051001
APEX ENDODONTICS, LLC
Form 5500-SF
FILING_RECEIVED
APEX ENDODONTICS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
28
Accounts w/ balance
30
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
APEX ENDODONTICS, LLC
.
Find decision makers
Plan sponsor
Name
APEX ENDODONTICS, LLC
EIN
20-0895952
Address
3303 S. LINDSAY ROAD, SUITE 127 · GILBERT, AZ · 85297
Phone
(480) 699-2940
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-08-29
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
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
ELHADY PARTNERS LLC
ELHADY PARTNERS LLC
$3.2M · 85 participants
NICHOLAS POURNARAS DMD, LLC P.S. / 401(K) PLAN
NICHOLAS POURNARAS DMD, LLC PROFIT SHARING PLAN / 401(K)
$3.2M · 7 participants
MARK KLOPENSTINE, P.C.
SHILAND DENTISTRY TEAM 401(K) PROFIT SHARING PLAN
$3.2M · 10 participants
STEPHEN A. NIEMOELLER, D.M.D., P.A.
STEPHEN A. NIEMOELLER, D.M.D., P.A. RETIREMENT PLAN
$3.2M · 6 participants
NEWBURYPORT PEDIATRIC DENTISTRY, P.C.
NEWBURYPORT PEDIATRIC DENTISTRY, PC 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.2M · 9 participants
BRIAN CUNNINGHAM DMD PA
BRIAN CUNNINGHAM DMD PA 401(K) PROFIT SHARING PLAN & TRUST
$3.2M · 7 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants
