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SUNSET ORAL & MAXILLOFACIAL SURGERY, LLC — SUNSET ORAL AND MAXILLOFACIAL SURGERY 401K PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241015114308NAL0029436193001
SUNSET ORAL & MAXILLOFACIAL SURGERY, LLC
Form 5500-SF
FILING_RECEIVED
SUNSET ORAL AND MAXILLOFACIAL SURGERY 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
36
Accounts w/ balance
63
Plan assets (EOY)
$7.0M
Net assets (EOY)
$7.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SUNSET ORAL & MAXILLOFACIAL SURGERY, LLC
.
Find decision makers
Plan sponsor
Name
SUNSET ORAL & MAXILLOFACIAL SURGERY, LLC
EIN
26-1562723
Address
11786 SW BARNES ROAD, SUITE 110 · PORTLAND, OR · 97225
Phone
(503) 924-2323
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
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
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
VIRGINIA DENTAL & ANESTHESIA ASSOCIATES, PLLC
VIRGINIA DENTAL & ANESTHESIA ASSOCIATES 401(K) PROFIT SHARING PLAN
$7.0M · 14 participants
PERIODONTAL ASSOCIATES, LLC
PERIODONTAL ASSOCIATES, LLC PROFIT SHARING 401(K) PLAN
$7.0M · 14 participants
TIFT REGIONAL DENTAL GROUP, P.C.
TIFT REGIONAL DENTAL GROUP, P.C. 401(K) PROFIT SHARING PLAN
$7.0M · 24 participants
KIRKPATRICK & LAI, DDS, INC. P.C.
KIRKPATRICK & LAI, DDS INC. PC PROFIT SHARING PLAN
$7.0M · 12 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
BRIAN C. SHORT, D.D.S., PC
BRIAN C. SHORT, D.D.S., PC 401(K) PROFIT SHARING PLAN
$7.0M · 12 participants
WATERTOWN DENTAL HEALTH GROUP, P.C.
WATERTOWN DENTAL HEALTH GROUP, PC PROFIT SHARING PLAN
$7.0M · 15 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
