Original filing (PDF)20250409094322NAL0030276768001

FOREVER SMILES PLLC

Name: FOREVER SMILES PLLC — FOREVER SMILES PLLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FOREVER SMILES PLLC

Form 5500-SF

FILING_RECEIVED

FOREVER SMILES PLLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

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 FOREVER SMILES PLLC.

Plan sponsor

Name

FOREVER SMILES PLLC

EIN

26-3780461

Address

2100 11TH STREET EAST · GLENCOE, MN · 55336

Phone

(320) 864-3129

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-09

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

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

FAMILY DENTAL CARE OF ELMONT, PC

FAMILY DENTAL CARE OF ELMONT, PC 401(K) PLAN AND TRUST

$3.6M · 16 participants

MAIN LINE PERIODONTICS & DENTAL IMPLANTS, P.C.

MAIN LINE PERIODONTICS & DENTAL IMPLANTS, P.C. 401(K) PROFIT SHARING PLAN

$3.6M · 9 participants

WARREN S. KAGGEN, D.D.S., P.C.

WARREN S. KAGGEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN

$3.6M · 7 participants

TRI-TOWN MODERN DENTAL

TRI-TOWN MODERN DENTAL 401(K) PLAN

$3.6M · 7 participants

JEFFREY A WAXMAN DMD