Original filing (PDF)20250724173718NAL0014597490001

CHRISTENSEN, CHRISTENSEN & FREESEMAN P.C.

Name: CHRISTENSEN, CHRISTENSEN & FREESEMAN P.C. — CHRISTENSEN, CHRISTENSEN & FREESEMAN P.C. 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CHRISTENSEN, CHRISTENSEN & FREESEMAN P.C.

Form 5500-SF

FILING_RECEIVED

CHRISTENSEN, CHRISTENSEN & FREESEMAN P.C. 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

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 CHRISTENSEN, CHRISTENSEN & FREESEMAN P.C..

Plan sponsor

Name

CHRISTENSEN, CHRISTENSEN & FREESEMAN P.C.

EIN

42-0984015

Address

836 TOWER PARK DRIVE · WATERLOO, IA · 50701

Phone

(319) 234-4486

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

2025-07-24

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

3B · Covers self-employed individuals

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

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

ORAL & MAXILLOFACIAL SURGERY ASSOCIATES

ORAL & MAXILLOFACIAL SURGERY 401(K) PSP

$6.7M · 28 participants

MICHAEL R DENNING DDS

MICHAEL R DENNING DDS 401K PROFIT SHARING PLAN

$6.7M · 12 participants

GERALD ROSEN DDS & ROBERT DEUTCH DDS PC

ROSEN AND DEUTCH PROFIT SHARING PLAN

$6.7M · 7 participants

MADISON AVENUE PERIODONTICS, PC

MADISON AVENUE PERIODONTICS, PC 401(K) PROFIT SHARING PLAN AND TRUST

$6.7M · 14 participants

KELVIN W. HALL, D.D.S.