Original filing (PDF)20260126102200NAL0001703281001

TRI-COUNTY ORAL-FACIAL SURGEONS, P.C.

Name: TRI-COUNTY ORAL-FACIAL SURGEONS, P.C. — TRI-COUNTY ORAL-FACIAL SURGEONS AND STATE COLLEGE ORTHODONTICS RETIREMENT PLAN & TRUST, Form 5500 (2024)
Creator: TRI-COUNTY ORAL-FACIAL SURGEONS, P.C.

Form 5500-SF

FILING_RECEIVED

TRI-COUNTY ORAL-FACIAL SURGEONS AND STATE COLLEGE ORTHODONTICS RETIREMENT PLAN & TRUST

401(k) retirement plan

Signals · 1

Late filing · 2.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRI-COUNTY ORAL-FACIAL SURGEONS, P.C..

Plan sponsor

Name

TRI-COUNTY ORAL-FACIAL SURGEONS, P.C.

EIN

25-1217909

Address

200 W. BEAVER AVE. SUITE 100 · STATE COLLEGE, PA · 16801

Phone

(814) 238-0587

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

2026-01-26

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

CHERRY CHASE DENTAL PC

CHERRY CHASE DENTAL 401(K) PROFIT SHARING PLAN

$4.5M · 5 participants

DRS. WOO & DEBERARDINIS

DRS. WOO & DEBERARDINIS 401(K) PROFIT SHARING PLAN

$4.5M · 17 participants

XUSHENG MU, D.D.S., INC.

XUSHENG MU, D.D.S., INC. 401(K) PROFIT SHARING PLAN

$4.5M · 5 participants

ROGER S. LIM, D.D.S., M.S., INC.

ROGER S. LIM, D.D.S., M.S., INC. 401K PLAN

$4.5M · 15 participants

A. SIDNEY LYONS, D.M.D.

A. SIDNEY LYONS, D.M.D. PROFIT SHARING PLAN