Original filing (PDF)20241012213847NAL0012061027001

MCDONALD, MADSEN & ANDRUS DENTAL CORPORATION

Name: MCDONALD, MADSEN & ANDRUS DENTAL CORPORATION — MCDONALD, MADSEN & ANDRUS DENTAL CORPORATION CASH BALANCE PLAN, Form 5500 (2023)
Creator: MCDONALD, MADSEN & ANDRUS DENTAL CORPORATION

Form 5500-SF

FILING_RECEIVED

MCDONALD, MADSEN & ANDRUS DENTAL CORPORATION CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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, MADSEN & ANDRUS DENTAL CORPORATION.

Plan sponsor

Name

MCDONALD, MADSEN & ANDRUS DENTAL CORPORATION

EIN

33-0736379

Address

839 E. GRAND AVENUE · ESCONDIDO, CA · 92025

Phone

(760) 432-8888

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-12

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

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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