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ADVANCED FAMILY DENTISTRY — ADVANCED FAMILY DENTISTRY 401(K) PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230519062745NAL0004282961001
ADVANCED FAMILY DENTISTRY
Form 5500-SF
FILING_RECEIVED
ADVANCED FAMILY DENTISTRY 401(K) PLAN
401(k) retirement plan
Active participants
23
Accounts w/ balance
28
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
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
ADVANCED FAMILY DENTISTRY
.
Find decision makers
Plan sponsor
Name
ADVANCED FAMILY DENTISTRY
EIN
42-1324171
Address
907 NORTH ANKENY BLVD · ANKENY, IA · 50023
Phone
(515) 964-1490
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-05-19
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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DEVRIES FAMILY DENTISTRY
DEVRIES FAMILY DENTISTRY 401K PROFIT SHARING PLAN & TRUST
100
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.6M · 7 participants
KEVIN C. COOPER, D.D.S., P.C.
KEVIN C. COOPER, D.D.S., P.C. 401K PROFIT SHARING PLAN
$3.6M · 7 participants
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PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
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PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
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