Original filing (PDF)20230512155915NAL0045307216001

DFW ORAL SURGEONS PLLC

Name: DFW ORAL SURGEONS PLLC — DFW ORAL SURGEONS PROFIT SHARING 401(K) PLAN, Form 5500 (2022)
Creator: DFW ORAL SURGEONS PLLC

Form 5500-SF

FILING_RECEIVED

DFW ORAL SURGEONS PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DFW ORAL SURGEONS PLLC.

Plan sponsor

Name

DFW ORAL SURGEONS PLLC

EIN

27-2693979

Address

4421 LONG PRAIRIE RD. SUITE 100 · FLOWER MOUND, TX · 75028

Phone

(972) 539-1491

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

2022-09-02

Filed

2023-05-12

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)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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