Original filing (PDF)20251001163705NAL0013481185001

SOURIS VALLEY DENTAL GROUP

Name: SOURIS VALLEY DENTAL GROUP — SOURIS VALLEY DENTAL GROUP RETIREMENT PLAN & TRUST, Form 5500 (2024)
Creator: SOURIS VALLEY DENTAL GROUP

Form 5500-SF

FILING_RECEIVED

SOURIS VALLEY DENTAL GROUP RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 SOURIS VALLEY DENTAL GROUP.

Plan sponsor

Name

SOURIS VALLEY DENTAL GROUP

EIN

43-1987369

Address

1300 37TH AVE. SW · MINOT, ND · 58701

Phone

(701) 852-5595

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

2025-10-01

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2A · Age/service weighted or new comparability

3H · Sponsor in controlled / affiliated group

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

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

CARRIE H. THANGAMANI, D.D.S., M.S., P.C.

CHT ORTHODONTICS 401(K) PROFIT SHARING PLAN

$2.6M · 20 participants

DINA A. LEW, D.D.S., M.D., INC.

DINA A. LEW, D.D.S, M.D., INC. 401(K) PROFIT SHARING PLAN

$2.6M · 6 participants

KEVIN H BAILEY DDS

KEVIN H. BAILEY, DDS RETIREMENT PLAN

$2.6M · 8 participants

HEATHER L. SKARI DDS, P.C.

HEATHER L. SKARI DDS 401(K) PROFIT SHARING PLAN

$2.6M · 6 participants

VALLEY FAMILY DENTISTRY

VALLEY FAMILY DENTISTRY 401(K) PLAN