Original filing (PDF)20241002050912NAL0007852369001

KOWALSKI DENTAL OFFICE SC

Name: KOWALSKI DENTAL OFFICE SC — KOWALSKI DENTAL 401K PLAN, Form 5500 (2023)
Creator: KOWALSKI DENTAL OFFICE SC

Form 5500-SF

FILING_RECEIVED

KOWALSKI DENTAL 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

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 KOWALSKI DENTAL OFFICE SC.

Plan sponsor

Name

KOWALSKI DENTAL OFFICE SC

EIN

39-1386121all filings

Address

N48W14666 · HAMPTON RD · MENOMONEE FALLS, WI · 53051

Phone

(414) 322-2105

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-02-01

Tax period

2023-12-31

Filed

2024-10-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

DR RAM DENTAL INC

DR RAM DENTAL INC 401K

$12K · 8 participants

WORCESTER DENTIST GROUP PC

WORCESTER DENTIST GROUP 401(K) PLAN

$12K · 18 participants

NC DENTAL LLP

NC DENTAL, LLP - 401(K)

$12K · 6 participants

HEMA PATEL DDS, LLC

HEMA PATEL DDS 401(K) PLAN

$12K · 11 participants

ACADEMY DENTAL ASSOCIATES, P.A.

ACADEMY DENTAL ASSOCIATES, P. A. RETIREMENT PLAN

$12K · 2 participants

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