Original filing (PDF)20250707161034NAL0001717107001

NORTHWEST MISSOURI ORAL SURGERY P.C.

Name: NORTHWEST MISSOURI ORAL SURGERY P.C. — NORTHWEST MISSOURI ORAL SURGERY P.C. 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: NORTHWEST MISSOURI ORAL SURGERY P.C.

Form 5500-SF

FILING_RECEIVED

NORTHWEST MISSOURI ORAL SURGERY P.C. 401(K) PROFIT SHARING PLAN & TRUST

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 NORTHWEST MISSOURI ORAL SURGERY P.C..

Plan sponsor

Name

NORTHWEST MISSOURI ORAL SURGERY P.C.

EIN

43-1555433

Address

3109 FREDERICK AVENUE · ST. JOSEPH, MO · 64506

Phone

(816) 364-4774

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-07

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

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

MICHAEL T. DAVEY, DMD PC

MICHAEL T. DAVEY, DMD PC 401(K) PLAN

$1.1M · 7 participants

WILLIAMS AND FRANCIS ORAL AND FACIAL SURGERY, PLLC

WILLIAMS AND FRANCIS ORAL AND FACIAL SURGERY 401(K) PLAN

$1.1M · 11 participants

R. SCOTT SMITH, D.D.S., A PROF. CORP.

R. SCOTT SMITH, D.D.S., A PROF. CORP. 401K PROFIT SHARING PLAN

$1.1M · 6 participants

KIEO PUNG, LLC

KIEO PUNG DDS 401(K) PLAN

$1.1M · 8 participants

QUINN ERWIN DENTAL CORP

QUINN ERWIN DENTAL CORP 401(K) PROFIT SHARING PLAN