Original filing (PDF)20250825161406NAL0013961632001

LOUCKS/BUREN ORTHODONTICS, INC.

Name: LOUCKS/BUREN ORTHODONTICS, INC. — CARNEY D. LOUCKS D.D.S. M.S. INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: LOUCKS/BUREN ORTHODONTICS, INC.

Form 5500-SF

FILING_RECEIVED

CARNEY D. LOUCKS D.D.S. M.S. INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.3M

Net assets (EOY)

$10.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOUCKS/BUREN ORTHODONTICS, INC..

Plan sponsor

Name

LOUCKS/BUREN ORTHODONTICS, INC.

EIN

42-1501469

Address

2986 N 18TH AVE W. · NEWTON, IA · 502089059

Phone

(641) 792-7811

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2025-08-25

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

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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