Original filing (PDF)20250605075758NAL0008356707001

SOUTH LYON ORTHODONTICS P C

Name: SOUTH LYON ORTHODONTICS P C — SOUTH LYON ORTHODONTICS PC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SOUTH LYON ORTHODONTICS P C

Form 5500-SF

FILING_RECEIVED

SOUTH LYON ORTHODONTICS PC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 SOUTH LYON ORTHODONTICS P C.

Plan sponsor

Name

SOUTH LYON ORTHODONTICS P C

EIN

38-3427229

Address

22900 PONTIAC TRAIL · SOUTH LYON, MI · 48178

Phone

(248) 437-1620

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

2025-06-05

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)

2X · Other multiple-employer DC plan

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

RICHARD B. DIVERDE, DDS, LTD.

DIVERDE DENTAL STUDIO 401(K) PLAN

$1.2M · 4 participants

TODD D. BARNETT, DMD INC.

TODD D. BARNETT, DMD INC. CASH BALANCE PLAN

$1.2M · 20 participants

ANDREW R. MOFFITT, DDS, MS, PA

MOFFITT RESTORATIVE DENTISTRY 401(K) PLAN AND TRUST

$1.2M · 4 participants

PETE N. MELLAS, DMD, MS, PLLC

PETE N. MELLAS, DMD, MS, PLLC 401(K) PROFIT SHARING PLAN

$1.2M · 6 participants

ALAN H. GURMAN, D.D.S., P.C. ALPINE DENTAL CENTER