How big is Shelly Orthodontics PC's plan?

Shelly Orthodontics PC's plan reported $3.2M in assets and 7 participants for 2023.

Original filing (PDF)20250617141029NAL0001884753001

Shelly Orthodontics PC

Name: Shelly Orthodontics PC — Shelly Orthodontics, PC, Form 5500 (2023)
Creator: Shelly Orthodontics PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shelly Orthodontics, PC 401(k) Profit Sharing Plan

401(k) retirement plan · Shelly Orthodontics PC's Shelly Orthodontics, PC 401(k) Profit Sharing Plan held $3.2M in plan assets for 7 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Monica Shelly signed Shelly Orthodontics PC's 2023 Form 5500 as plan administrator.

Monica Shelly — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Shelly Orthodontics PC's EIN is 42-1168708.

EIN 42-1168708

Plan number 002

Plan year 2023

ACK ID 20250617141029NAL0001884753001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Shelly Orthodontics PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Shelly Orthodontics PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHELLY ORTHODONTICS PC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score