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WESLEY ORTHODONTICS P.L.L.C. — WESLEY ORTHODONTICS PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240507085533NAL0030437424001
WESLEY ORTHODONTICS P.L.L.C.
Form 5500-SF
FILING_RECEIVED
WESLEY ORTHODONTICS PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
11
Accounts w/ balance
19
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
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
WESLEY ORTHODONTICS P.L.L.C.
.
Find decision makers
Plan sponsor
Name
WESLEY ORTHODONTICS P.L.L.C.
EIN
38-3571940
Address
36590 HERITAGE DRIVE · RICHMOND, MI · 48062
Phone
(586) 727-3838
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-05-07
Pension benefit codes
2E · Profit-sharing
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.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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