· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CHAPKO AND SHAH MODERN DENTISTRY — CHAPKO AND SHAH MODERN DENTISTRY 401K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251007114124NAL0008052464001
CHAPKO AND SHAH MODERN DENTISTRY
Form 5500-SF
FILING_RECEIVED
CHAPKO AND SHAH MODERN DENTISTRY 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
13
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
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
CHAPKO AND SHAH MODERN DENTISTRY
.
Find decision makers
Plan sponsor
Name
CHAPKO AND SHAH MODERN DENTISTRY
EIN
36-3587191
Address
530 S. STATE STREET, SUITE 101 · BELVIDERE, IL · 61008
Phone
(815) 544-5144
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
2025-10-07
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
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
LADEAU FAMILY DENTAL, PLLC
LADEAU FAMILY DENTAL PLLC 401(K) PROFIT SHARING PLAN
$1.7M · 9 participants
HULL DENTAL HEALTH, PC
HULL DENTAL HEALTH, P.C. 401(K) PLAN AND TRUST
$1.7M · 5 participants
LANCE A. ALBRECHTSEN DDS, MS, INC.
LANCE A. ALBRECHTSEN DDS, MS, INC. PROFIT SHARING PLAN
$1.7M · 2 participants
VANNI R. STRENTA, DMD, PA
VANNI R. STRENTA, DMD, PA 401(K) PROFIT SHARING PLAN AND TRUST
$1.7M · 4 participants
PHILIP F. MAMOLITO DMD, PC
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.
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.
PHILIP F. MAMOLITO DMD, PC PROFIT SHARING PLAN
$1.7M · 4 participants
NIKIA R. BURNS, DMD, MS, INC.
NIKIA R. BURNS, DMD, MS, INC. 401(K) PROFIT SHARING PLAN
$1.7M · 10 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B