Original filing (PDF)20230911120850NAL0011710419001

HEMITA KLOSE, DMD

Name: HEMITA KLOSE, DMD — HEMITA KLOSE, DMD, PLLC 401(K) PLAN, Form 5500 (2022)
Creator: HEMITA KLOSE, DMD

Form 5500-SF

FILING_RECEIVED

HEMITA KLOSE, DMD, PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$506K

Net assets (EOY)

$506K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEMITA KLOSE, DMD.

Plan sponsor

Name

HEMITA KLOSE, DMD

EIN

38-4237909all filings

Address

838 101ST AVENUE NORTH · NAPLES, FL · 34108

Phone

(407) 353-3588

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

2023-09-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

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

Related plans

Similar-size Offices of Dentists plans

AUGUSTA DENTAL P.C.

AUGUSTA DENTAL P.C. 401K PLAN

$506K · 9 participants

RACHEL ANNE DAY, DDS, PC

RACHEL ANNE DAY, DDS, PC EMPLOYEES' 401(K) PROFIT SHARING PLAN

$506K · 4 participants

SMILE DENTISTRY LLC

SMILE DENTISTRY RETIREMENT PLAN & TRUST

$506K · 9 participants

DEEPAK KAKAR DDS PC

KAKAR DENTAL GROUP 401(K) PLAN

$506K · 14 participants

LBS PERIODONTICS, INC.

LBS PERIODONTICS, INC. RETIREMENT PLAN

$506K · 5 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.