Original filing (PDF)20230621115115NAL0000479089002

RANDALL A. DIEZ, DMD, PA

Name: RANDALL A. DIEZ, DMD, PA — RANDALL A. DIEZ, DMD, PA 401(K) PLAN, Form 5500 (2022)
Creator: RANDALL A. DIEZ, DMD, PA

Form 5500-SF

FILING_RECEIVED

RANDALL A. DIEZ, DMD, PA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RANDALL A. DIEZ, DMD, PA.

Plan sponsor

Name

RANDALL A. DIEZ, DMD, PA

EIN

20-8453245

Address

5010 GUNN HIGHWAY · TAMPA, FL · 33624

Phone

(813) 960-5869

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-21

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)

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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