· 2022–2024 · DOL EFAST2

SHELTON FAMILY DENTISTRY, INC. — SHELTON FAMILY DENTISTRY, INC. PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250819231956NAL0004548432001

SHELTON FAMILY DENTISTRY, INC.

Form 5500-SF

FILING_RECEIVED

SHELTON FAMILY DENTISTRY, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

8

Accounts w/ balance

8

Plan assets (EOY)

$303K

Net assets (EOY)

$303K

Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

75

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHELTON FAMILY DENTISTRY, INC..

Plan sponsor

Name

SHELTON FAMILY DENTISTRY, INC.

EIN

20-2123805all filings

Address

428 W. BIRCH STREET, SUITE 8 · SHELTON, WA · 98584

Phone

(360) 426-2631

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

2025-08-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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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