Original filing (PDF)20250610105130NAL0014904689001

BRETT PELOK, DDS, INC

Name: BRETT PELOK, DDS, INC — BRETT PELOK, DDS, INC PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: BRETT PELOK, DDS, INC

Form 5500-SF

FILING_RECEIVED

BRETT PELOK, DDS, INC PROFIT SHARING PLAN & TRUST

401(k) retirement 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 BRETT PELOK, DDS, INC.

Plan sponsor

Name

BRETT PELOK, DDS, INC

EIN

34-1499374

Address

4333 MONROE STREET SUITE B · TOLEDO, OH · 436061937

Phone

(419) 475-0482

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

2025-06-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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