Original filing (PDF)20240717131037NAL0004062929001

DR. JULIE L. HENDRICKS, DDS, PC

Name: DR. JULIE L. HENDRICKS, DDS, PC — DR. JULIE L. HENDRICKS, DDS, PC 401(K) PLAN, Form 5500 (2023)
Creator: DR. JULIE L. HENDRICKS, DDS, PC

Form 5500-SF

FILING_RECEIVED

DR. JULIE L. HENDRICKS, DDS, PC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 DR. JULIE L. HENDRICKS, DDS, PC.

Plan sponsor

Name

DR. JULIE L. HENDRICKS, DDS, PC

EIN

42-1520904

Address

902 PARK STREET · GRINNELL, IA · 50112

Phone

(641) 236-8341

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-17

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

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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