Original filing (PDF)20241011120516NAL0036861328001

PENSACOLA ENDODONTICS, LLC

Name: PENSACOLA ENDODONTICS, LLC — PENSACOLA ENDODONTICS, LLC PROFIT SHARING 401(K) PLAN, Form 5500 (2023)
Creator: PENSACOLA ENDODONTICS, LLC

Form 5500-SF

FILING_RECEIVED

PENSACOLA ENDODONTICS, LLC PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

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 PENSACOLA ENDODONTICS, LLC.

Plan sponsor

Name

PENSACOLA ENDODONTICS, LLC

EIN

20-2485950

Address

3928 SUMMIT BLVD. · SUITE 24 · PENSACOLA, FL · 32503

Phone

(850) 438-1777

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

2024-10-11

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

JAMES W. SIKES JR., DMD, MD, LLC

JAMES W. SIKES JR., DMD, MD, LLC 401(K) PLAN

$3.6M · 10 participants

JENNIFER L. MARTIN, DDS

JENNIFER MARTIN, DDS 401(K) AND PROFIT SHARING PLAN

$3.6M · 6 participants

NEWTON DENTAL ASSOCIATES

NEWTON DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN

$3.6M · 17 participants

ARZOUMAN DENTAL, INC.

ARZOUMAN DENTAL, INC. 401(K) PROFIT SHARING PLAN

$3.6M · 7 participants

TED T. KANAMORI, D.D.S., INC.

TED T. KANAMORI, D.D.S., INC. 401(K) PROFIT SHARING PLAN