Original filing (PDF)20250123091224NAL0011462130001

MCDONALD FAMILY DENTISTRY, P.C.

Name: MCDONALD FAMILY DENTISTRY, P.C. — MCDONALD FAMILY DENTISTRY, P.C. 401(K) PLAN, Form 5500 (2024)
Creator: MCDONALD FAMILY DENTISTRY, P.C.

Form 5500-SF

FILING_RECEIVED

MCDONALD FAMILY DENTISTRY, P.C. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 MCDONALD FAMILY DENTISTRY, P.C..

Plan sponsor

Name

MCDONALD FAMILY DENTISTRY, P.C.

EIN

30-0314585

Address

5842 WEST BROADWAY · MCCORDSVILLE, IN · 46055

Phone

(317) 336-7788

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

2025-01-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

CARLOS M. CORO D.D.S. P.L.

CARLOS M CORO DDS PL 401 K PLAN

$2.1M · 2 participants

PARK SLOPE ORAL & MAXILLOFACIAL SURGERY, PLLC

THE PARK SLOPE ORAL & MAXILLOFACIAL SURGERY, PLLC 401(K) PROFIT SHARING PLAN AND TRUST

$2.1M · 8 participants

ELDRIDGE & ELDRIDGE, D.D.S., P.C.

ELDRIDGE & ELDRIDGE, D.D.S., P.C. 401(K) PROFIT SHARING PLAN

$2.1M · 8 participants

JON LOVERN, DDS, PLLC

JON LOVERN, DDS, PLLC 401(K) PROFIT SHARING PLAN

$2.1M · 4 participants

ALAN R. HELLER, DDS, MS, LLC