· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
STEPHEN J. BELLI, DDS, MS, INC. — BELLI & STREIT ORTHODONTICS 401(K) PLAN, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20230914114923NAL0016356899002
STEPHEN J. BELLI, DDS, MS, INC.
Form 5500-SF
FILING_RECEIVED
BELLI & STREIT ORTHODONTICS 401(K) PLAN
401(k) retirement plan
Active participants
20
Accounts w/ balance
21
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
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
STEPHEN J. BELLI, DDS, MS, INC.
.
Find decision makers
Plan sponsor
Name
STEPHEN J. BELLI, DDS, MS, INC.
EIN
20-1249710
Address
1551 S. WATER STREET · KENT, OH · 44240
Phone
(330) 673-6411
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-09-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
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
Related plans
Similar-size Offices of Dentists plans
JOSEPH M. DIACOVO, D.M.D.
JOSEPH M. DIACOVO, D.M.D. RETIREMENT TRUST
$4.8M · 3 participants
KATHLEEN C. BAN, D.D.S., INC.
KATHLEEN C. BAN, D.D.S., INC. DEFINED BENEFIT PLAN
$4.8M · 8 participants
KALONS, GLIDEWELL & GREWAL DDS, PA
KALONS & GLIDEWELL, DDS, PA 401(K) PLAN
$4.8M · 18 participants
BRIAN A. MOYE, D.D.S., INC.
BRIAN A. MOYE, D.D.S., INC. PROFIT SHARING PLAN AND TRUST
$4.8M · 8 participants
WAYNE S. GANGI, D.M.D.
WAYNE GANGI, D. M. D. PROFIT SHARING 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.
$4.8M · 4 participants
SHI-LIN NIU, D.M.D., INC.
SHI-LIN NIU, D.M.D., INC. RETIREMENT PLAN
$4.8M · 7 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants
