How big is Ward Orthodontics, P.A.'s plan?

Ward Orthodontics, P.A.'s plan reported $470K in assets and 14 participants for 2022.

Original filing (PDF)20231003160449NAL0025386768001

Ward Orthodontics, P.A.

Name: Ward Orthodontics, P.A. — Ward Orthodontics, P.A., Form 5500 (2022)
Creator: Ward Orthodontics, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ward Orthodontics, P.A. 401(k) Plan

401(k) retirement plan · Ward Orthodontics, P.A.'s Ward Orthodontics, P.A. 401(k) Plan held $470K in plan assets for 14 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$470K

Net assets (EOY)

$470K

People on this filing

Brian Ward, DDS signed Ward Orthodontics, P.A.'s 2022 Form 5500 as plan administrator.

Brian Ward, DDS — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ward Orthodontics, P.A.'s EIN is 20-5720799.

EIN 20-5720799

Plan number 001

Plan year 2022

ACK ID 20231003160449NAL0025386768001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Ward Orthodontics, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Ward Orthodontics, P.A.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score