Original filing (PDF)20231214155756NAL0027243361001

W JEFFREY ERNST DDS

Name: W JEFFREY ERNST DDS — W JEFFREY ERNST DDS PENSION PLAN, Form 5500 (2022)
Creator: W JEFFREY ERNST DDS

Form 5500-SF

FILING_RECEIVED

W JEFFREY ERNST DDS PENSION PLAN

Defined-contribution retirement plan

Signals · 1

Late filing · 0.9 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 0.9 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for W JEFFREY ERNST DDS.

Plan sponsor

Name

W JEFFREY ERNST DDS

EIN

42-1252003all filings

Address

PO BOX 99 · RICEVILLE, IA · 504660099

Phone

(641) 985-2555

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-12-14

Pension benefit codes

2C · Money purchase (other than target benefit)

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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MICHAEL L. KEIM, D.D.S., P.C. CASH BALANCE PLAN AND TRUST

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