Original filing (PDF)20250206152902NAL0006229267001

DEVON DENTAL ASSOCIATES, P.C.

Name: DEVON DENTAL ASSOCIATES, P.C. — DEVON DENTAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: DEVON DENTAL ASSOCIATES, P.C.

Form 5500-SF

FILING_RECEIVED

DEVON DENTAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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 DEVON DENTAL ASSOCIATES, P.C..

Plan sponsor

Name

DEVON DENTAL ASSOCIATES, P.C.

EIN

23-2326726

Address

995 OLD EAGLE SCHOOL ROAD · SUITE #305 · WAYNE, PA · 19087

Phone

(610) 687-0990

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

2025-02-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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