Original filing (PDF)20240613111121NAL0065948546001

HARRIS PERIODONTICS AND IMPLANT DENTISTRY, INC.

Name: HARRIS PERIODONTICS AND IMPLANT DENTISTRY, INC. — HARRIS PERIODONTICS AND IMPLANT DENTISTRY, INC. RETIREMENT PLAN & TRUST, Form 5500 (2023)
Creator: HARRIS PERIODONTICS AND IMPLANT DENTISTRY, INC.

Form 5500-SF

FILING_RECEIVED

HARRIS PERIODONTICS AND IMPLANT DENTISTRY, INC. RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARRIS PERIODONTICS AND IMPLANT DENTISTRY, INC..

Plan sponsor

Name

HARRIS PERIODONTICS AND IMPLANT DENTISTRY, INC.

EIN

20-2419863

Address

5138 CEDAR VILLAGE DR. · MASON, OH · 45040

Phone

(513) 336-8100

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

GRAZIANO D GIGLIO D D S P C

GRAZIANO D GIGLIO D D S P C 401(K) PROFIT SHARING PLAN & TRUST

$3.0M · 13 participants

RODNEY D. PETER, D.D.S.

RODNEY D. PETER, D.D.S. 401(K) PROFIT SHARING PLAN

$3.0M · 9 participants

DRS. LEE & WOO

DRS. LEE & WOO 401(K) PROFIT SHARING PLAN

$3.0M · 8 participants

DOWNTOWN DENTAL GP

DOWNTOWN DENTAL RETIREMENT PLAN & TRUST

$3.0M · 20 participants

GLENN BOYLES, DDS, MS, PLLC

GLENN BOYLES, DDS, MS CASH BALANCE PLAN