· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PEAK PERIODONTAL & DENTAL IMPLANT SPECIALISTS, P.C. — PEAK PERIODONTAL & DENTAL IMPLANT SPECIALISTS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250703083323NAL0000780560001
PEAK PERIODONTAL & DENTAL IMPLANT SPECIALISTS, P.C.
Form 5500-SF
FILING_RECEIVED
PEAK PERIODONTAL & DENTAL IMPLANT SPECIALISTS 401(K) PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
12
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
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
PEAK PERIODONTAL & DENTAL IMPLANT SPECIALISTS, P.C.
.
Find decision makers
Plan sponsor
Name
PEAK PERIODONTAL & DENTAL IMPLANT SPECIALISTS, P.C.
EIN
35-1677087
Address
3003 EAST 98TH STREET, SUITE 200 · CARMEL, IN · 46280
Phone
(317) 843-1281
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-03
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
ANGWIN FAMILY DENTISTRY, P.A.
JFG RETIREMENT PLAN & TRUST
$1.9M · 30 participants
DOUGLAS F. ENGLE, D.D.S.
DOUGLAS F. ENGLE, D.D.S. 401(K) PROFIT SHARING PLAN
$1.9M · 4 participants
SPITZ, D.D.S. AND DAVIS, D.M.D., INC.
PENINSULA PEDIATRIC DENTAL PRACTICE PROFIT SHARING 401(K) PLAN
$1.9M · 6 participants
ORAL & MAXILLOFACIAL ASSOCIATES OF ARIZONA, PLC
ORAL & MAXILLOFACIAL ASSOCIATES OF ARIZONA, PLC RETIREMENT PLAN & TRUST
$1.9M · 9 participants
IRVIN PAUL, D.D.S., P.C.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
IRVIN PAUL, D.D.S., P.C. PROFIT SHARING PLAN
$1.9M · 5 participants
JOHN E TOZER DMD PA
JOHN E TOZER DMD PA 401(K) PROFIT SHARING PLAN & TRUST
$1.9M · 16 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
