Original filing (PDF)20250613090958NAL0015569091001

DUBUQUE ORTHODONTIC ASSOCIATES P.C.

Name: DUBUQUE ORTHODONTIC ASSOCIATES P.C. — DUBUQUE ORTHODONTIC ASSOCIATES P.C. 401(K) PLAN, Form 5500 (2024)
Creator: DUBUQUE ORTHODONTIC ASSOCIATES P.C.

Form 5500-SF

FILING_RECEIVED

DUBUQUE ORTHODONTIC ASSOCIATES P.C. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

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 DUBUQUE ORTHODONTIC ASSOCIATES P.C..

Plan sponsor

Name

DUBUQUE ORTHODONTIC ASSOCIATES P.C.

EIN

42-1005586

Address

1920 JOHN F KENNEDY ROAD · DUBUQUE, IA · 52002

Phone

(563) 556-2353

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

2025-06-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

PERRY COUNTY DENTAL GROUP, INC.

PERRY COUNTY DENTAL GROUP 401(K) PROFIT SHARING PLAN

$6.1M · 34 participants

THOMAS J. MARCEL, D.D.S.

THOMAS J. MARCEL, D.D.S. 401(K) PROFIT SHARING PLAN

$6.1M · 16 participants

DAVID B. MERGERIAN, D.D.S., P.A.

DAVID B. MERGERIAN, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST

$6.1M · 11 participants

JINFU LI D.D.S., A PROFESSIONAL CORP.

JINFU LI D.D.S. RETIREMENT PLAN

$6.1M · 3 participants

YAN RAZDOLSKY, D.D.S., B.S.D., LTD.