Original filing (PDF)20251001143215NAL0031855362001

BRUMFIELD & WEISBROT DENTISTRY, L.L.C.

Name: BRUMFIELD & WEISBROT DENTISTRY, L.L.C. — BRUMFIELD & WEISBROT DENTISTRY, L.L.C. 401(K) PLAN, Form 5500 (2024)
Creator: BRUMFIELD & WEISBROT DENTISTRY, L.L.C.

Form 5500-SF

FILING_RECEIVED

BRUMFIELD & WEISBROT DENTISTRY, L.L.C. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

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 BRUMFIELD & WEISBROT DENTISTRY, L.L.C..

Plan sponsor

Name

BRUMFIELD & WEISBROT DENTISTRY, L.L.C.

EIN

27-5332885

Address

910 LOVELAND-MADEIRA ROAD · LOVELAND, OH · 45140

Phone

(513) 683-4040

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

2025-10-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

EDWIN L. BOOTH, JR., D.D.S., P.A.

EDWIN L. BOOTH, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN AND TRUST

$4.7M · 3 participants

ROBERT A. MCCULLA, D.D.S., P.C.

ROBERT A. MCCULLA, DDS 401(K) PROFIT SHARING PLAN

$4.7M · 24 participants

CLARK DENTAL GROUP, P.A.

CLARK DENTAL GROUP RETIREMENT PLAN & TRUST

$4.7M · 37 participants

HORAN & PHILLIPS, LLC

HORAN & PHILLIPS, LLC 401(K) PROFIT SHARING PLAN

$4.7M · 14 participants

BLAKE A. SWIMMER D.D.S., INC