Original filing (PDF)20231003153327NAL0011726227001

DR. C. WERNER, D.D.S.

Name: DR. C. WERNER, D.D.S. — DR. C. WERNER, D.D.S. PROFIT SHARING AND 401(K) PLAN, Form 5500 (2022)
Creator: DR. C. WERNER, D.D.S.

Form 5500-SF

FILING_RECEIVED

DR. C. WERNER, D.D.S. PROFIT SHARING AND 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 DR. C. WERNER, D.D.S..

Plan sponsor

Name

DR. C. WERNER, D.D.S.

EIN

23-2515095

Address

1635 N. FIFTH STREET · PERKASIE, PA · 18944

Phone

(215) 257-4811

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-03

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

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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