Original filing (PDF)20230306114808NAL0007894913001

WILBRAHAM ORTHODONTICS, P.C.

Name: WILBRAHAM ORTHODONTICS, P.C. — WILBRAHAM ORTHODONTICS, P.C.401(K) PLAN AND TRUST, Form 5500 (2022)
Creator: WILBRAHAM ORTHODONTICS, P.C.

Form 5500-SF

FILING_RECEIVED

WILBRAHAM ORTHODONTICS, P.C.401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILBRAHAM ORTHODONTICS, P.C..

Plan sponsor

Name

WILBRAHAM ORTHODONTICS, P.C.

EIN

38-3903505all filings

Address

1 CRANE PARK DRIVE · WILBRAHAM, MA · 01095

Phone

(413) 596-2341

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-03-06

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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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MICHAEL L. KEIM, D.D.S., P.C.

MICHAEL L. KEIM, D.D.S., P.C. CASH BALANCE PLAN AND TRUST

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