Original filing (PDF)20241015190057NAL0015285299001

MT. PLEASANT DENTAL ASSOCIATES, P.C.

Name: MT. PLEASANT DENTAL ASSOCIATES, P.C. — MT. PLEASANT DENTAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: MT. PLEASANT DENTAL ASSOCIATES, P.C.

Form 5500-SF

FILING_RECEIVED

MT. PLEASANT DENTAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 MT. PLEASANT DENTAL ASSOCIATES, P.C..

Plan sponsor

Name

MT. PLEASANT DENTAL ASSOCIATES, P.C.

EIN

42-1513730

Address

304 NORTH JEFFERSON STREET · MT. PLEASANT, IA · 52641

Phone

(319) 385-8912

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2F · ERISA section 404(c)

2E · Profit-sharing

2A · Age/service weighted or new comparability

2K · 401(m) arrangement

2J · 401(k) feature

2G · Total participant-directed accounts

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

JUST ORTHODONTICS, S.C.

JUST ORTHODONTICS, S.C. DEFINED BENEFIT PLAN

$2.1M · 9 participants

EDWARD M. MILLWARD, DMD, LLC

EDWARD M. MILLWARD, DMD, LLC PENSION PLAN

$2.1M · 5 participants

FREDERICK A. FENDERSON, D.D.S., M.S., P.C.

PRESCOTT ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST

$2.1M · 9 participants

DENNIS M. DUNNE, D.D.S., PC

DENNIS M. DUNNE, D.D.S., PC 401K PROFIT SHARING PLAN

$2.1M · 12 participants

JAMES C. MOELLER, D.D.S., INC.