Original filing (PDF)20260212121603NAL0000121746001

JACKO & SIEFKER DDS, LLC DBA WELLINGTON DENTAL

Name: JACKO & SIEFKER DDS, LLC DBA WELLINGTON DENTAL — JACKO & SIEFKER DDS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: JACKO & SIEFKER DDS, LLC DBA WELLINGTON DENTAL

Form 5500-SF

FILING_RECEIVED

JACKO & SIEFKER DDS, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 2.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JACKO & SIEFKER DDS, LLC DBA WELLINGTON DENTAL.

Plan sponsor

Name

JACKO & SIEFKER DDS, LLC DBA WELLINGTON DENTAL

EIN

30-0098376

Address

210 HERITAGE DRIVE · WELLINGTON, OH · 440908949

Phone

(440) 647-2752

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

2026-02-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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