Original filing (PDF)20250810112039NAL0008757840001

SIERK ORTHODONTICS, P.C.

Name: SIERK ORTHODONTICS, P.C. — SIERK ORTHODONTICS, P.C. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SIERK ORTHODONTICS, P.C.

Form 5500-SF

FILING_RECEIVED

SIERK ORTHODONTICS, P.C. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

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 SIERK ORTHODONTICS, P.C..

Plan sponsor

Name

SIERK ORTHODONTICS, P.C.

EIN

42-1165435

Address

1918 MIDDLE ROAD · BETTENDORF, IA · 52722

Phone

(563) 359-8211

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2025-08-10

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

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

DENTISTRY FOR KIDS

DENTISTRY FOR KIDS 401(K) PROFIT SHARING PLAN

$6.0M · 26 participants

PENINSULA PERIODONTAL ASSOCIATES

PENINSULA PERIODONTAL ASSOCIATES 401(K) PLAN

$6.0M · 23 participants

ANDREW A. SMITH, DDS

ANDREW A. SMITH, DDS PROFIT SHARING PLAN

$6.0M · 4 participants

JOHN SKVORAK JR., DMD, P.A.

JOHN SKVORAK JR., DMD, P.A. 401(K) PLAN

$6.0M · 9 participants

LAFAYETTE PEDIATRIC DENTISTRY & ORTHODONTICS

INDIANA PEDO & ORTHO RETIREMENT PLAN & TRUST