Original filing (PDF)20251229133223NAL0010231267001

SUMME ORTHODONTICS

Name: SUMME ORTHODONTICS — SUMME ORTHODONTICS CBS BENEFIT PLAN, Form 5500 (2024)
Creator: SUMME ORTHODONTICS

Form 5500-SF

FILING_RECEIVED

SUMME ORTHODONTICS CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$708

Net assets (EOY)

$226

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMME ORTHODONTICS.

Plan sponsor

Name

SUMME ORTHODONTICS

EIN

20-1944457all filings

Address

140 CHENOWETH LANE · LOUISVILLE, KY · 40207

Phone

(502) 893-5217

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-12-29

Welfare benefit codes

4A · Health (other than dental or vision)

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

SHANNON ANKENBRANDT DDS

SHANNON ANKENBRANDT DDS MCF BENEFIT PLAN

$708 · 4 participants

LAWRENCE R FINE DDS & ASSOCIAT

LAWRENCE R FINE DDS & ASSOCIAT 401(K) PROFIT SHARING PLAN & TRUST

$707 · 4 participants

TAIDY COSTOYA DMD PLLC

TAIDY COSTOYA DMD PLLC GHT BENEFIT PLAN

$707 · 3 participants

FLOSS LINCOLN PARK PLLC

$704 · 6 participants

BRUCE WILDERMAN, D.D.S.

BRUCE WILDERMAN, D.D.S. PROFIT SHARING PLAN

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