Original filing (PDF)20240402150928NAL0021319458001

MODERN ORTHODONTICS, P.C.

Name: MODERN ORTHODONTICS, P.C. — MODERN ORTHODONTICS, P.C. CASH BALANCE PLAN, Form 5500 (2023)
Creator: MODERN ORTHODONTICS, P.C.

Form 5500-SF

FILING_RECEIVED

MODERN ORTHODONTICS, P.C. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

/ 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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MODERN ORTHODONTICS, P.C..

Plan sponsor

Name

MODERN ORTHODONTICS, P.C.

EIN

27-2817756

Address

391 E 149TH ST. STE 214 · BRONX, NY · 104553922

Phone

(718) 993-5454

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-02-13

Filed

2024-04-02

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

3H · Sponsor in controlled / affiliated group

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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