Original filing (PDF)20230927114024NAL0014790096001

Daniel D. Roberts, D.D.S., a Professional Corporation

Name: Daniel D. Roberts, D.D.S., a Professional Corporation — Form 5500 Plan 002 (2022)
Creator: Daniel D. Roberts, D.D.S., a Professional Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel D. Roberts, D.D.S., A.P.C. Cross-Tested 401(k) Profit Sharing Plan

401(k) retirement plan · Daniel D. Roberts, D.D.S., a Professional Corporation's Daniel D. Roberts, D.D.S., A.P.C. Cross-Tested 401(k) Profit Sharing Plan held $1.9M in plan assets for 2 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Daniel D. Roberts, D.D.S., a Professional Corporation's EIN is 33-0783806.

EIN 33-0783806

Plan number 002

Plan year 2022

ACK ID 20230927114024NAL0014790096001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Daniel D. Roberts, D.D.S., a Professional Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Daniel D. Roberts, D.D.S., a Professional Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DANIEL D. ROBERTS, D.D.S., A PROFESSIONAL CORPORATION.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score