How big is Shelly Orthodontics, PC's plan?

Shelly Orthodontics, PC's plan reported $1.2M in assets and 7 participants for 2023.

Original filing (PDF)20250702122452NAL0013680225001

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 Cash Balance Plan

Defined-benefit pension plan · Shelly Orthodontics, PC's Shelly Orthodontics, PC Cash Balance Plan held $1.2M in plan assets for 7 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Shelly Orthodontics, PC's EIN is 42-1168708.

EIN 42-1168708

Plan number 003

Plan year 2023

ACK ID 20250702122452NAL0013680225001

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 a defined-benefit pension formula, a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score