Original filing (PDF)20250910134400NAL0035618320001

KIMBERLY DENTAL ASSOCIATES, LLP

Name: KIMBERLY DENTAL ASSOCIATES, LLP — KIMBERLY DENTAL ASSOCIATES, LLP RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: KIMBERLY DENTAL ASSOCIATES, LLP

Form 5500-SF

FILING_RECEIVED

KIMBERLY DENTAL ASSOCIATES, LLP RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 KIMBERLY DENTAL ASSOCIATES, LLP.

Plan sponsor

Name

KIMBERLY DENTAL ASSOCIATES, LLP

EIN

39-1854460

Address

203 WEST KIMBERLY AVENUE · PO BOX 100 · KIMBERLY, WI · 541361411

Phone

(920) 788-1263

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

KIMBERLY DENTAL ASSOCIATES, LLP

EIN

39-1854460

City

KIMBERLY, WI

Phone

(920) 788-1263

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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