Original filing (PDF)20251106081152NAL0025196546001

LOUISE R FIRST DMD PC

Name: LOUISE R FIRST DMD PC — LOUISE R. FIRST DMD PC 401(K) PLAN, Form 5500 (2024)
Creator: LOUISE R FIRST DMD PC

Form 5500-SF

FILING_RECEIVED

LOUISE R. FIRST DMD PC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 LOUISE R FIRST DMD PC.

Plan sponsor

Name

LOUISE R FIRST DMD PC

EIN

43-0970058

Address

77 W PORT PLZ STE 205 · ST. LOUIS, MO · 631463121

Phone

(314) 837-2120

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-11-06

Pension benefit codes

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)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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