Original filing (PDF)20250617225047NAL0005117474001

SHEBOYGAN ORAL & MAXILLOFACIAL SURGERY ASSOCIATES LTD

Name: SHEBOYGAN ORAL & MAXILLOFACIAL SURGERY ASSOCIATES LTD — SHEBOYGAN ORAL & MAXILLOFACIAL SURGERY ASSOC., LTD. 401(K) PLAN, Form 5500 (2024)
Creator: SHEBOYGAN ORAL & MAXILLOFACIAL SURGERY ASSOCIATES LTD

Form 5500-SF

FILING_RECEIVED

SHEBOYGAN ORAL & MAXILLOFACIAL SURGERY ASSOC., LTD. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

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 SHEBOYGAN ORAL & MAXILLOFACIAL SURGERY ASSOCIATES LTD.

Plan sponsor

Name

SHEBOYGAN ORAL & MAXILLOFACIAL SURGERY ASSOCIATES LTD

EIN

39-1149877

Address

3637 WILGUS AVENUE · SHEBOYGAN, WI · 53081

Phone

(920) 458-8213

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

AUSTIN TAYLOR, D.D.S., PA

AUSTIN TAYLOR, DDS, PA PROFIT SHARING PLAN

$7.2M · 11 participants

AMHERST DENTAL GROUP, LLP

AMHERST DENTAL GROUP, LLP 401(K) PLAN AND TRUST - TERM

$7.2M

DENTAL CLINICS NORTH

DENTAL CLINICS NORTH 403(B) PLAN

$7.2M · 116 participants

BELLE MEADE FAMILY DENTISTRY

BELLE MEADE FAMILY DENTISTRY 401(K) PROFIT SHARING PLAN

$7.2M · 7 participants

BELLE MEADE FAMILY DENTISTRY

BELLE MEADE FAMILY DENTISTRY 401(K) PROFIT SHARING PLAN