Original filing (PDF)20250505111009NAL0008053361001

SORENSEN & THOMPSON DENTAL, LLC

Name: SORENSEN & THOMPSON DENTAL, LLC — YUMA ENDODONTICS 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SORENSEN & THOMPSON DENTAL, LLC

Form 5500-SF

FILING_RECEIVED

YUMA ENDODONTICS 401(K) PROFIT SHARING PLAN

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 SORENSEN & THOMPSON DENTAL, LLC.

Plan sponsor

Name

SORENSEN & THOMPSON DENTAL, LLC

EIN

36-4902628

Address

2851 SOUTH AVENUE B · SUITE 13A · YUMA, AZ · 85364

Phone

(928) 783-1017

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

2025-05-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2F · ERISA section 404(c)

Service providers (Schedule C)

Small plans don't disclose service providers

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