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DR. SCOTT R. BOWLBY, D.D.S., P.A. — DR. SCOTT BOWLBY, D.D.S., P.A. SAVINGS AND RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250605105923NAL0009093747001
DR. SCOTT R. BOWLBY, D.D.S., P.A.
Form 5500-SF
FILING_RECEIVED
DR. SCOTT BOWLBY, D.D.S., P.A. SAVINGS AND RETIREMENT PLAN
401(k) retirement plan
Active participants
59
Accounts w/ balance
99
Plan assets (EOY)
$14.6M
Net assets (EOY)
$14.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DR. SCOTT R. BOWLBY, D.D.S., P.A.
.
Find decision makers
Plan sponsor
Name
DR. SCOTT R. BOWLBY, D.D.S., P.A.
EIN
41-1989704
Address
3939 WEST 50TH STREET · EDINA, MN · 55424
Phone
(952) 926-2335
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-05
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
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