Original filing (PDF)20250815073246NAL0023731922001

COMPLETE FAMILY DENTISTRY PARTNERSHIP

Name: COMPLETE FAMILY DENTISTRY PARTNERSHIP — COMPLETE FAMILY DENTISTRY PROFIT SHARING PLAN, Form 5500 (2024)
Creator: COMPLETE FAMILY DENTISTRY PARTNERSHIP

Form 5500-SF

FILING_RECEIVED

COMPLETE FAMILY DENTISTRY PROFIT SHARING 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 COMPLETE FAMILY DENTISTRY PARTNERSHIP.

Plan sponsor

Name

COMPLETE FAMILY DENTISTRY PARTNERSHIP

EIN

20-3915734

Address

419 EAST BROADWAY · WAUKESHA, WI · 53186

Phone

(262) 549-6850

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

2025-08-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

ADELSPERGER ORTHODONTICS

ADELSPERGER ORTHODONTICS 401(K) PLAN

$3.6M · 7 participants

CARRIE WEBB, DMD, PC

CARRIE WEBB, DMD, PC PROFIT SHARING PLAN

$3.5M · 5 participants

TERRI L. ALANI, D.D.S.

TERRI L. ALANI, D.D.S. DEFINED BENEFIT PENSION PLAN

$3.6M · 6 participants

LEONARD E. SCHIFFMAN, DMD, P.C.

LEONARD E. SCHIFFMAN, DMD, P.C. PROFIT SHARING PLAN

$3.6M · 6 participants

CARDON & SORROW ORAL AND MAXILLOFACIAL SURGERY, P.L.C.

CARDON & SORROW ORAL AND MAXILLOFACIAL SURGERY, P.L.C. 401(K) PROFIT SHARING PLAN