Original filing (PDF)20230711121630NAL0042119026001

FORWOOD & CHRISTIE ORTHODONTICS, PC

Name: FORWOOD & CHRISTIE ORTHODONTICS, PC — FORWOOD & CHRISTIE ORTHODONTICS, PC PROFIT SHARING PLAN, Form 5500 (2022)
Creator: FORWOOD & CHRISTIE ORTHODONTICS, PC

Form 5500-SF

FILING_RECEIVED

FORWOOD & CHRISTIE ORTHODONTICS, PC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 FORWOOD & CHRISTIE ORTHODONTICS, PC.

Plan sponsor

Name

FORWOOD & CHRISTIE ORTHODONTICS, PC

EIN

26-3698877

Address

1 CHESLEY DRIVE · MEDIA, PA · 19063

Phone

(610) 566-6649

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-11

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

DHILLON FAMILY & COSMETIC DENTISTRY, LLC

DHILLON FAMILY & COSMETIC DENTISTRY, LLC 401(K) PLAN AND TRUST

$1.2M · 6 participants

OCALA ORAL SURGERY, PLLC

OCALA ORAL SURGERY 401(K) PLAN

$1.2M · 12 participants

JAMES WONG DENTAL CORP.

JAMES WONG DENTAL CORP. 401 (K) PROFIT SHARING PLAN

$1.2M · 3 participants

RAMON D PELEAUX, DDS,MD,PA

RAMON D PELEAUX, DDS, MD, PA 401(K) P/S PLAN

$1.2M · 7 participants

SHIRENE ORANDI D.D.S., PA

SHIRENE ORANDI, D.D.S. 401(K) PROFIT SHARING PLAN