Original filing (PDF)20250213153814NAL0012698035001

BRANDON K. FLORENCE, D.D.S., P.L.L.C.

Name: BRANDON K. FLORENCE, D.D.S., P.L.L.C. — BRANDON K. FLORENCE, D.D.S., P.L.L.C. 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: BRANDON K. FLORENCE, D.D.S., P.L.L.C.

Form 5500-SF

FILING_RECEIVED

BRANDON K. FLORENCE, D.D.S., P.L.L.C. 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 BRANDON K. FLORENCE, D.D.S., P.L.L.C..

Plan sponsor

Name

BRANDON K. FLORENCE, D.D.S., P.L.L.C.

EIN

27-3916573

Address

207 WEST BELT LINE ROAD · CEDAR HILL, TX · 75104

Phone

(972) 291-1501

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-13

Pension benefit codes

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

Related plans

Similar-size Offices of Dentists plans

MICHAEL M. OKANO, D.D.S., INC. PROF

MICHAEL M. OKANO, D.D.S., INC. PROFIT SHARING PLAN

$1.3M · 4 participants

BENJAMIN R. THORNTON, D.D.S., P.C.

BENJAMIN R. THORNTON, D.D.S., P.C. 401(K) PROFIT SHARING PLAN

$1.3M · 6 participants

PERIODONTIC ASSOCIATES OF PORT HURO

PERIODONTIC ASSOCIATES OF PORT HURON RETIREMENT PLAN & TRUST

$1.3M · 16 participants

MICHAEL D. MURRAY, DDS

MICHAEL D. MURRAY, DDS 401K PROFIT SHARING PLAN

$1.4M · 4 participants

ACCENT DENTAL, P.C.