Original filing (PDF)20250715125455NAL0001616691001

MARK T. SHERMAN, DDS PA D/B/A PEQUOT LAKES DENTAL CENTER

Name: MARK T. SHERMAN, DDS PA D/B/A PEQUOT LAKES DENTAL CENTER — PEQUOT LAKES DENTAL CENTER 401(K) PLAN, Form 5500 (2024)
Creator: MARK T. SHERMAN, DDS PA D/B/A PEQUOT LAKES DENTAL CENTER

Form 5500-SF

FILING_RECEIVED

PEQUOT LAKES DENTAL CENTER 401(K) 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 MARK T. SHERMAN, DDS PA D/B/A PEQUOT LAKES DENTAL CENTER.

Plan sponsor

Name

MARK T. SHERMAN, DDS PA D/B/A PEQUOT LAKES DENTAL CENTER

EIN

41-1946239

Address

31011 RASMUSSEN ROAD PO BOX 128 · PEQUOT LAKES, MN · 56472

Phone

(218) 568-8295

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-15

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

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

JOHN S. KITZMILLER, III, DDS, PLLC

JOHN S. KITZMILLER, III, DDS, PLLC 401(K) PROFIT SHARING PLAN

$2.6M · 2 participants

SANDEEP SOOD DDS PC

SANDEEP SOOD DDS PC 401(K) PROFIT SHARING PLAN & TRUST

$2.6M · 5 participants

DON HENSON, DDS

HENSON FAMILY DENTISTRY 401(K) PROFIT SHARING PLAN

$2.6M · 7 participants

DENTAL WHALE, LLC

DENTAL WHALE, LLC 401K PLAN

$2.6M · 378 participants

YUEN-SIANG HUNG, D.D.S., ASP

YUEN-SIANG HUNG, D.D.S., ASP 401(K) SAFE HARBOR PLAN