Original filing (PDF)20230728135156NAL0017948432001

DANIEL T.GOODMAN DDS, LLC

Name: DANIEL T.GOODMAN DDS, LLC — DANIEL T. GOODMAN, DDS, LLC 401(K) PLAN, Form 5500 (2022)
Creator: DANIEL T.GOODMAN DDS, LLC

Form 5500-SF

FILING_RECEIVED

DANIEL T. GOODMAN, DDS, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 32.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DANIEL T.GOODMAN DDS, LLC.

Plan sponsor

Name

DANIEL T.GOODMAN DDS, LLC

EIN

20-2928267

Address

305 EAST BROADWAY · BOLIVAR, MO · 65613

Phone

(417) 326-4113

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2019-01-01

Tax period

2019-12-31

Filed

2023-07-28

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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