Original filing (PDF)20230607150939NAL0020077267001

SPENCER & HODGES ORTHODONTICS PLLC

Name: SPENCER & HODGES ORTHODONTICS PLLC — HODGES, SPENCER AND CAPPS ORTHODONTICS RETIREMENT PLAN & TRUST, Form 5500 (2022)
Creator: SPENCER & HODGES ORTHODONTICS PLLC

Form 5500-SF

FILING_RECEIVED

HODGES, SPENCER AND CAPPS ORTHODONTICS RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 SPENCER & HODGES ORTHODONTICS PLLC.

Plan sponsor

Name

SPENCER & HODGES ORTHODONTICS PLLC

EIN

27-3009396

Address

4818 WELLINGTON ST. SUITE 12 · GREENVILLE, TX · 75402

Phone

(903) 454-2151

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

2022-12-31

Filed

2023-06-07

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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