Original filing (PDF)20230926095547NAL0008914833001

JOEL T. EDWARDS, D.D.S., P.L.L.C.

Name: JOEL T. EDWARDS, D.D.S., P.L.L.C. — JOEL T. EDWARDS, D.D.S., P.L.L.C., 401(K) RETIREMENT PLAN, Form 5500 (2022)
Creator: JOEL T. EDWARDS, D.D.S., P.L.L.C.

Form 5500-SF

FILING_RECEIVED

JOEL T. EDWARDS, D.D.S., P.L.L.C., 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 JOEL T. EDWARDS, D.D.S., P.L.L.C..

Plan sponsor

Name

JOEL T. EDWARDS, D.D.S., P.L.L.C.

EIN

26-4344771

Address

8131 DORADO DR. · ODESSA, TX · 79765

Phone

(432) 272-1190

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

2023-09-26

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

DARVISHZADEH DENTAL CORP.

DARVISHZADEH DENTAL CORP. 401(K) PLAN

$1.0M · 4 participants

PINE DENTAL CARE, P.C.

PINE DENTAL CARE 401(K) PLAN

$1.0M · 13 participants

ELIZABETH RUSS FAMILY DENTAL P.C.

ELIZABETH RUSS FAMILY DENTAL 401(K) PLAN

$1.0M · 8 participants

ARLYN HEIDI DONESA DDS INC.

ARLYN HEIDI DONESA DDS INC. RETIREMENT PLAN

$1.0M · 3 participants

MATTHEW P HEINE DDS, PC

MATTHEW P HEINE DDS, PC 401(K) PLAN

$1.0M · 12 participants