How big is Surfside Orthodontics, PA's plan?

Surfside Orthodontics, PA's plan reported $936K in assets and 5 participants for 2024.

Original filing (PDF)20250917142106NAL0000746770001

Surfside Orthodontics, PA

Name: Surfside Orthodontics, PA — Surfside Orthodontics, Form 5500 (2024)
Creator: Surfside Orthodontics, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Surfside Orthodontics Retirement Plan & Trust

401(k) retirement plan · Surfside Orthodontics, PA's Surfside Orthodontics Retirement Plan & Trust held $936K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$936K

Net assets (EOY)

$936K

Plan identifiers

Surfside Orthodontics, PA's EIN is 26-3736736.

EIN 26-3736736

Plan number 001

Plan year 2024

ACK ID 20250917142106NAL0000746770001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Surfside Orthodontics, PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Surfside Orthodontics, PA's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SURFSIDE ORTHODONTICS, PA.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

SURFSIDE ORTHODONTICS, PA

EIN

all filings

Address

28 RACETRACK ROAD NW · FORT WALTON BEACH, FL · 32547

Phone

(850) 863-2122

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator