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ADVANCED FAMILY DENTISTRY — ADVANCED FAMILY DENTISTRY PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250714164937NAL0001301265001
ADVANCED FAMILY DENTISTRY
Form 5500-SF
FILING_RECEIVED
ADVANCED FAMILY DENTISTRY PROFIT SHARING PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
10
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ADVANCED FAMILY DENTISTRY
.
Find decision makers
Plan sponsor
Name
ADVANCED FAMILY DENTISTRY
EIN
27-1396191
Address
123 HOSPITAL DRIVE SUITE 201 · WATERTOWN, WI · 53098
Phone
(920) 261-0588
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-07-14
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
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ELHAM KHEIRKHAHI D.D.S., M.S.D. INC.
ELHAM KHEIRKHAHI DDS MSD, INC DEFINED BENEFIT PENSION PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.5M · 5 participants
JEREMY R. BOLD, DDS, A PROFESSIONAL DENTAL CORPORATION
JEREMY R. BOLD, DDS, A PROFESSIONAL DENTAL CORPORATION CASH BALANCE PLAN
$2.5M · 9 participants
Large plans in Wisconsin
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JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
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ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B
