· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SEMTNER & SEMTNER, DDS, INC. — SEMTNER & SEMTNER, DDS, INC. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250306125241NAL0020392642001
SEMTNER & SEMTNER, DDS, INC.
Form 5500-SF
FILING_RECEIVED
SEMTNER & SEMTNER, DDS, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
9
Accounts w/ balance
9
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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
SEMTNER & SEMTNER, DDS, INC.
.
Find decision makers
Plan sponsor
Name
SEMTNER & SEMTNER, DDS, INC.
EIN
20-2005420
Address
4370 STARKEY RD SW, STE 1B · ROANOKE, VA · 24014
Phone
(540) 989-0112
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Name
SEMTNER & SEMTNER, DDS, INC.
EIN
20-2005420
City
ROANOKE, VA
Phone
(540) 989-0112
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-06
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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
Related plans
Similar-size Offices of Dentists plans
WOLFGANG A. SCHALLER, DDS, PC
WOLFGANG A. SCHALLER, DDS, PC PROFIT SHARING PLAN
$1.2M · 4 participants
RHOADES FAMILY DENTISTRY
RHOADES FAMILY DENTISTRY EMPLOYEES' PROFIT SHARING PLAN
$1.2M · 15 participants
STARTING POINT DENTAL SERVICES
STARTING POINT DENTAL SERVICES 401(K) PROFIT SHARING PLAN & TRUST
$1.2M · 26 participants
ORTHODONTIC PARTNERS OF OKLAHOMA, PLLC
ORTHODONTIC PARTNERS OF OKLAHOMA 401(K) PROFIT SHARING PLAN
$1.2M · 14 participants
JOHN P LUNDGREN D.D.S., P.A.
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.
JOHN P LUNDGREN DDS PA 401(K) PROFIT SHARING PLAN AND TRUST
$1.2M · 5 participants
JACOB E KOCH DDS PC DBA KOCH ORTHODONTICS
JACOB E KOCH DDS PC 401(K) PLAN
$1.2M · 28 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B