Original filing (PDF)20251229144029NAL0017802753001

DENTISTRY AT WINBURY INC.

Name: DENTISTRY AT WINBURY INC. — DENTISTRY AT WINBURY 401(K) PLAN, Form 5500 (2024)
Creator: DENTISTRY AT WINBURY INC.

Form 5500-SF

FILING_RECEIVED

DENTISTRY AT WINBURY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

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 DENTISTRY AT WINBURY INC..

Plan sponsor

Name

DENTISTRY AT WINBURY INC.

EIN

34-1201379

Address

8401 CHAGRIN ROAD · SUITE 11 · CHAGRIN FALLS, OH · 44023

Phone

(440) 543-5020

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

2024-07-01

Tax period

2025-06-30

Filed

2025-12-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

SOUTHWOOD, PAUL AND POPE FAMILY DENTISTRY, A PARTNERSHIP

SOUTHWOOD, PAUL AND POPE FAMILY DENTISTRY RETIREMENT PLAN & TRUST

$7.0M · 19 participants

DIGESTIVE MEDICINE ASSOCIATES, P.C.

DIGESTIVE MEDICINE ASSOCIATES, P.C. PROFIT-SHARING SAVINGS PLAN AND TRUST

$7.0M · 9 participants

47 NORTH ORAL SURGERY, P.S.

47 NORTH ORAL SURGERY, P.S. PROFIT SHARING PLAN

$7.0M · 26 participants

MAINE ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, P.A.

MAINE ORAL & MAXILLOFACIAL SURGERY 401(K) PLAN

$7.0M · 12 participants