Original filing (PDF)20241219134421NAL0002805203001

ELLIS ORTHODONTICS S.C.

Name: ELLIS ORTHODONTICS S.C. — ELLIS ORTHODONTICS, S.C. CASH BALANCE PLAN AND TRUST, Form 5500 (2023)
Creator: ELLIS ORTHODONTICS S.C.

Form 5500-SF

FILING_RECEIVED

ELLIS ORTHODONTICS, S.C. CASH BALANCE PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

ELLIS ORTHODONTICS S.C.

EIN

26-4009529all filings

Address

2947 W MEMORIAL DR · JANESVILLE, WI · 535489520

Phone

(608) 563-5011

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-11-04

Filed

2024-12-19

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

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SANTOSH S. SOLANKI, D.D.S., A PROF. DENTAL CORP. DEFINED BENEFIT PENSION PLAN

MICHAEL L. KEIM, D.D.S., P.C.

MICHAEL L. KEIM, D.D.S., P.C. CASH BALANCE PLAN AND TRUST

HOLLY DOFFING DDS PA

ENDODONTIC ASSOCIATES OF ILLINOIS, P.C.

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