Original filing (PDF)20250505081852NAL0005085923001

CARLOS E. VILA, D.D.S. & THERESA SMITH,

Name: CARLOS E. VILA, D.D.S. & THERESA SMITH, — CARLOS E. VILA, D.D.S. & THERESA SMITH, D.D.S. P.C P/S 401(K) PLAN, Form 5500 (2024)
Creator: CARLOS E. VILA, D.D.S. & THERESA SMITH,

Form 5500-SF

FILING_RECEIVED

CARLOS E. VILA, D.D.S. & THERESA SMITH, D.D.S. P.C P/S 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

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 CARLOS E. VILA, D.D.S. & THERESA SMITH,.

Plan sponsor

Name

CARLOS E. VILA, D.D.S. & THERESA SMITH,

EIN

23-2744085

Address

195 W. LANCASTER AVENUE · SUITE ONE · PAOLI, PA · 193011748

Phone

(610) 296-7797

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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