· 2022–2024 · DOL EFAST2

PURE SMILES ORTHODONTICS, PLLC — PURE SMILES ORTHODONTICS RETIREMENT PLAN & TRUST, Form 5500 (2023)

Original filing (PDF)20241216133309NAL0002214896001

PURE SMILES ORTHODONTICS, PLLC

Form 5500-SF

FILING_RECEIVED

PURE SMILES ORTHODONTICS RETIREMENT PLAN & TRUST

401(k) retirement plan

Signals · 1

Late filing · 1.0 mo

Active participants

8

Accounts w/ balance

11

Plan assets (EOY)

$330K

Net assets (EOY)

$330K

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

96

Total plan cost

n/a

Plan health

78

Vendor & structure

100

Knocking points off

Filed 1.0 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

PURE SMILES ORTHODONTICS, PLLC

EIN

27-2248201all filings

Address

4301 W. WILLIAM CANNON DR. · SUITE E-300 · AUSTIN, TX · 78749

Phone

(512) 125-2520

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-12-16

Pension benefit codes

2A · Age/service weighted or new comparability

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

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