Original filing (PDF)20250708144824NAL0004092337001

GEORGE FAMILY ORTHODONTICS

Name: GEORGE FAMILY ORTHODONTICS — GEORGE FAMILY ORTHODONTICS PROFIT SHARING PLAN, Form 5500 (2024)
Creator: GEORGE FAMILY ORTHODONTICS

Form 5500-SF

FILING_RECEIVED

GEORGE FAMILY ORTHODONTICS PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

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 GEORGE FAMILY ORTHODONTICS.

Plan sponsor

Name

GEORGE FAMILY ORTHODONTICS

EIN

26-2653611

Address

288 HIGHLAND AVENUE · SOUTH ATTLEBORO, MA · 02703

Phone

(508) 761-5230

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

2025-07-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

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

STEVE CELA, D.D.S.

STEVE CELA, DDS PROFIT SHARING PLAN

$5.1M · 6 participants

BEACHWOOD ENDODONTIC SPECIALISTS, INC.

BEACHWOOD ENDODONTIC SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN

$5.1M · 7 participants

ANTHONY J. MARINO, D.D.S., P.C.

ANTHONY J. MARINO, D.D.S., P.C. 401 (K) PROFIT SHARING PLAN

$5.1M · 1 participants

WILMINGTON DENTAL ASSOCIATES, P.A.

WILMINGTON DENTAL ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN

$5.1M · 13 participants

J. MICHELE BOYNE, DMD, LLC