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SHELLY ORTHODONTICS, PC — SHELLY ORTHODONTICS, PC CASH BALANCE PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250702122452NAL0013680225001
SHELLY ORTHODONTICS, PC
Form 5500-SF
FILING_RECEIVED
SHELLY ORTHODONTICS, PC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
7
Accounts w/ balance
—
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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
SHELLY ORTHODONTICS, PC
.
Find decision makers
Plan sponsor
Name
SHELLY ORTHODONTICS, PC
EIN
42-1168708
Address
902 2ND AVENUE NORTH · FORT DODGE, IA · 50501
Phone
(515) 573-8351
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-02
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
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
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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.
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