Original filing (PDF)20250910112140NAL0013412083001

TIMOTHY W PETERS DDS AND ERICH D LENZ DDS INC

Name: TIMOTHY W PETERS DDS AND ERICH D LENZ DDS INC — TIMOTHY W PETERS DDS AND ERICH D LENZ DDS INC 401(K) PLAN, Form 5500 (2024)
Creator: TIMOTHY W PETERS DDS AND ERICH D LENZ DDS INC

Form 5500-SF

FILING_RECEIVED

TIMOTHY W PETERS DDS AND ERICH D LENZ DDS INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

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 TIMOTHY W PETERS DDS AND ERICH D LENZ DDS INC.

Plan sponsor

Name

TIMOTHY W PETERS DDS AND ERICH D LENZ DDS INC

EIN

31-1013752

Address

6431 BRIDGETOWN ROAD · CINCINNATI, OH · 452482934

Phone

(513) 574-1477

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

2025-09-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

GOSSAI & KNUTSON, D.D.S., P.A.

GOSSAI & KNUTSON, P.A. 401(K) PROFIT SHARING PLAN

$4.6M · 18 participants

SOUTHEAST DENTAL GROUP, PC

SOUTHEAST DENTAL GROUP, PC 401(K) PROFIT SHARING PLAN

$4.6M · 11 participants

STEVE BALL, ,D.D.S. P.C

STEVE BALL, D. D. S. , P. C. 401(K) PLAN

$4.6M · 7 participants

TWIN CITIES PERIODONTICS PA

TWIN CITIES PERIODONTICS PA PROFIT SHARING PLAN AND TRUST

$4.6M · 23 participants

JEFFREY K. GARNER, D.D.S., P.A.

JEFFREY K. GARNER, D.D.S., P.A. PROFIT SHARING PLAN AND TRUST