Original filing (PDF)20250715122100NAL0002055425001

OLEARY DENTAL GROUP

Name: OLEARY DENTAL GROUP — THE O'LEARY DENTAL GROUP 401(K) RETIREMENT PLAN, Form 5500 (2023)
Creator: OLEARY DENTAL GROUP

Form 5500-SF

FILING_RECEIVED

THE O'LEARY DENTAL GROUP 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 OLEARY DENTAL GROUP.

Plan sponsor

Name

OLEARY DENTAL GROUP

EIN

25-1217334

Address

111 MAIN STREET · GIRARD, PA · 164171699

Phone

(814) 774-9601

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2G · Total participant-directed accounts

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

2K · 401(m) arrangement

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

Related plans

Similar-size Offices of Dentists plans

LOREN J. GROSSMAN, DMD

LOREN J. GROSSMAN CASH BALANCE PLAN

$1.3M · 12 participants

ANTHONY MARTIN DMD, INC.

ANTHONY MARTIN DMD, INC. 401(K) PLAN

$1.3M · 12 participants

IONIA DENTAL, PLLC

IONIA DENTAL 401(K) PLAN

$1.3M · 12 participants

ANTHONY CASTELLANO, D.D.S., P.C.

MONUMENT FAMILY DENTISTRY RETIREMENT PLAN & TRUST

$1.3M · 8 participants

RIVERTOWNS PEDIATRIC DENTISTRY, PLLC

RIVERTOWNS PEDIATRIC DENTISTRY PLLC RETIREMENT PLAN