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ETHAN LARSON DMD MS PLLC DBA SMILES ORTHODONTICS — SMILES ORTHODONTICS CASH BALANCE PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240708125558NAL0019191568001
ETHAN LARSON DMD MS PLLC DBA SMILES ORTHODONTICS
Form 5500-SF
FILING_RECEIVED
SMILES ORTHODONTICS CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ETHAN LARSON DMD MS PLLC DBA SMILES ORTHODONTICS
.
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Plan sponsor
Name
ETHAN LARSON DMD MS PLLC DBA SMILES ORTHODONTICS
EIN
32-0397023
Address
2212 E ARIS DR. · GILBERT, AZ · 85298
Phone
(253) 283-2747
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-08
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1D · Floor-offset DB
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
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