Original filing (PDF)20230905064758NAL0007005555001

ENDODONTIC EXCELLENCE, P.C.

Name: ENDODONTIC EXCELLENCE, P.C. — ENDODONTIC EXCELLENCE, P.C. PROFIT SHARING PLAN AND TRUST, Form 5500 (2022)
Creator: ENDODONTIC EXCELLENCE, P.C.

Form 5500-SF

FILING_RECEIVED

ENDODONTIC EXCELLENCE, P.C. PROFIT SHARING PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ENDODONTIC EXCELLENCE, P.C..

Plan sponsor

Name

ENDODONTIC EXCELLENCE, P.C.

EIN

20-3074806all filings

Address

1176 1/2 S. LAPEER ROAD · SUITE A-2 · LAPEER, MI · 48446

Phone

(810) 664-2510

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

2023-01-01

Tax period

2023-06-30

Filed

2023-09-05

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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