Original filing (PDF)20251007152512NAL0002785379001

JOSEPH S. PETREY, PLLC DBA PETREY ORTHODONTICS

Name: JOSEPH S. PETREY, PLLC DBA PETREY ORTHODONTICS — PETREY ORTHODONTICS CASH BALANCE PLAN, Form 5500 (2024)
Creator: JOSEPH S. PETREY, PLLC DBA PETREY ORTHODONTICS

Form 5500-SF

FILING_RECEIVED

PETREY ORTHODONTICS CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 JOSEPH S. PETREY, PLLC DBA PETREY ORTHODONTICS.

Plan sponsor

Name

JOSEPH S. PETREY, PLLC DBA PETREY ORTHODONTICS

EIN

26-3246925

Address

224 LANGDON STREET · SOMERSET, KY · 42501

Phone

(606) 528-8302

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

2025-10-07

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

DAVID S WILLIAMS DMD PA

DAVID S WILLIAMS DMD PA 401(K) PROFIT SHARING PLAN & TRUST

$1.7M · 14 participants

MASSARI-WILSON FAMILY DENTISTRY

MASSARI FAMILY DENTISTRY 401(K) RETIREMENT PLAN

$1.7M · 8 participants

NGUYEN & TA PROF. DENTAL CORP.

NGUYEN & TA PROF. DENTAL CORP. 401(K) PROFIT SHARING PLAN

$1.7M · 4 participants

KRISTOPHER NOLPH, DDS PC

KRISTOPHER NOLPH DDS PC 401K

$1.7M · 7 participants

COMPASS DENTAL, PA

COMPASS DENTAL, PA 401(K) P/S PLAN