Original filing (PDF)20241014064810NAL0012948467001

KEVIN P. BOND, DDS, PLLC

Name: KEVIN P. BOND, DDS, PLLC — KEVIN P. BOND, DDS, PLLC 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: KEVIN P. BOND, DDS, PLLC

Form 5500-SF

FILING_RECEIVED

KEVIN P. BOND, DDS, PLLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 KEVIN P. BOND, DDS, PLLC.

Plan sponsor

Name

KEVIN P. BOND, DDS, PLLC

EIN

27-2502445

Address

2701 COLTSGATE ROAD · SUITE 104 · CHARLOTTE, NC · 28211

Phone

(704) 366-8707

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

2024-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

GALLERY OF FINE SMILE DESIGN

GALLERY OF FINE SMILE DESIGN 401(K) PROFIT SHARING PLAN

$1.6M · 5 participants

HOANG AND NGUYEN

KIND ORTHODONTICS 401(K) PROFIT SHARING PLAN

$1.6M · 3 participants

SCOTT R. SCHLUETER, D.M.D., M.S., P.C.

SCOTT R. SCHLUETER, D.M.D., M.S., P.C. CASH BALANCE PENSION PLAN

$1.6M · 9 participants

JEFFREY D LARSON, DMD, PC

JEFFREY D LARSON, DMD, PC 401(K) PLAN

$1.6M · 7 participants

LEO W. MASTORAKOS, D.D.S., M.S., P.C.