Original filing (PDF)20240528084929NAL0017347680001

MEDFORD DENTAL CLINIC SC

Name: MEDFORD DENTAL CLINIC SC — MEDFORD DENTAL CLINIC SC CASH BALANCE PLAN, Form 5500 (2023)
Creator: MEDFORD DENTAL CLINIC SC

Form 5500-SF

FILING_RECEIVED

MEDFORD DENTAL CLINIC SC CASH BALANCE PLAN

Defined-benefit pension 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

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

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 MEDFORD DENTAL CLINIC SC.

Plan sponsor

Name

MEDFORD DENTAL CLINIC SC

EIN

39-1226425all filings

Address

309 E. BROADWAY · MEDFORD, WI · 54451

Phone

(715) 748-4111

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-05-01

Filed

2024-05-28

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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

LAWRENCE E. LEVY, D.M.D., P.A.

LAWRENCE E. LEVY, D.M.D., P.A. 401(K) PLAN

JAMES R SELIGMAN

JAMES R SELIGMAN 401(K) PROFIT SHARING PLAN & TRUST

HIRSHBERG DENTAL ASSOCIATES OF BOSTON, P.C.

HIRSHBERG DENTAL GROUP 401(K) PROFIT SHARING PLAN

FEDRA WITTING, DDS, LLC

FEDRA WITTING, DDS, LLC 401(K) PLAN

BRIAN P. KAIL, DDS

BRIAN P. KAIL, D.D.S. 401(K) PROFIT SHARING PLAN

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