Original filing (PDF)20250521131113NAL0003203792001

WESTFIELD DENTAL, LLP

Name: WESTFIELD DENTAL, LLP — WESTFIELD DENTAL 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WESTFIELD DENTAL, LLP

Form 5500-SF

FILING_RECEIVED

WESTFIELD DENTAL 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 WESTFIELD DENTAL, LLP.

Plan sponsor

Name

WESTFIELD DENTAL, LLP

EIN

20-3151095

Address

2535 FM 1960 EAST · HOUSTON, TX · 77073

Phone

(281) 443-7524

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-21

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)

3B · Covers self-employed individuals

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

SPECIALTY ORTHODONTICS INC, DBA MATT SWATMAN, DDS, MSD

MDS 401(K) PLAN

$1.1M · 7 participants

K KOHANI, DDS A PROFESSIONAL CORPORATION

K KOHANI, DDS, APC 401(K) PLAN

$1.1M · 7 participants

RICHARD MY QUOC TA DDS, INC.

RICHARD MY QUOC TA DDS, INC. RETIREMENT PLAN

$1.1M · 3 participants

HARRISONBURG PEDIATRIC DENTISTRY, LLC

HARRISONBURG PEDIATRIC DENTISTRY, LLC 401K PLAN

$1.1M · 6 participants

JOSHUA FROERER D.D.S. A.P.C.

JOSHUA FROERER DDS APC 401(K) PROFIT SHARING PLAN