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FAMILY DENTISTRY — FAMILY DENTISTRY 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250708085929NAL0006678064001
FAMILY DENTISTRY
Form 5500-SF
FILING_RECEIVED
FAMILY DENTISTRY 401(K) PLAN
401(k) retirement plan
Active participants
31
Accounts w/ balance
40
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
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
FAMILY DENTISTRY
.
Find decision makers
Plan sponsor
Name
FAMILY DENTISTRY
EIN
42-1490778
Address
503 W MAIN · NEW LONDON, IA · 52645
Phone
(319) 753-2515
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-08
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
Similar-size Offices of Dentists plans
PAUL FITZGERALD, D.M.D., P.C.
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VINCENT M. IMMORDINO, D.M.D., P.A. PROFIT SHARING/401(K) PLAN
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TUCKER ORTHODONTICS, P.A.
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BULLARD CHILDREN'S DENTISTRY LLC
BULLARD CHILDREN'S DENTISTRY LLC 401K PLAN
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FRAZELLE, LEE AND WINNEBERGER, ASSOCIATES, PLLC
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.
ATLANTIC DENTAL GROUP 401K PROFIT SHARING PLAN
$4.3M · 27 participants
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RUSSELL A. GORNSTEIN, D.D.S., M.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST
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PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
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PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
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