· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PALM & PANEK, DDS PC — CENTER FOR ORAL SURGERY AND DENTAL IMPLANTS PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250625141914NAL0004751539001
PALM & PANEK, DDS PC
Form 5500-SF
FILING_RECEIVED
CENTER FOR ORAL SURGERY AND DENTAL IMPLANTS PROFIT SHARING PLAN
401(k) retirement plan
Active participants
20
Accounts w/ balance
28
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
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
PALM & PANEK, DDS PC
.
Find decision makers
Plan sponsor
Name
PALM & PANEK, DDS PC
EIN
38-2411137
Address
4349 SAWKAW DR. NE · GRAND RAPIDS, MI · 49505
Phone
(616) 361-7327
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-25
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
CHRISTINE E. HANSEN, DDS
CHRISTINE HANSEN, DDS 401(K) PROFIT SHARING PLAN
$2.8M · 12 participants
BRUCE W. LILLY, D.D.S.
BRUCE W. LILLY, D.D.S. 401(K) PLAN
$2.8M · 1 participants
STASNY DENTAL, P.A.
STASNY DENTAL, P.A. 401(K) PLAN
$2.8M · 2 participants
MARK SONGER, DDS, PC
MARK SONGER, DDS, PC 401K PROFIT SHARING PLAN
$2.8M · 5 participants
JORDAN SCHAPIRO, D.D.S., P.A.
JORDAN SCHAPIRO, D.D.S., P.A. PROFIT SHARING PLAN
$2.8M · 10 participants
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.
MARTHA E. RICH, D.M.D., P.C.
MARTHA E. RICH, D.M.D., P.C. 401(K) PROFIT SHARING PLAN
$2.8M · 6 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants
