Original filing (PDF)20250318120706NAL0003178977001

COSBY ENDODONTICS PC

Name: COSBY ENDODONTICS PC — COSBY ENDODONTICS PC EMPLOYEE 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: COSBY ENDODONTICS PC

Form 5500-SF

FILING_RECEIVED

COSBY ENDODONTICS PC EMPLOYEE 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 COSBY ENDODONTICS PC.

Plan sponsor

Name

COSBY ENDODONTICS PC

EIN

45-3642481

Address

2530 N 8TH STREET SUITE 104 · GRAND JUNCTION, CO · 81501

Phone

(970) 243-7392

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

2025-03-18

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

2K · 401(m) arrangement

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

CHIP SWINNEY, DDS, P.A.

CHIP SWINNEY, DDS, P.A. 401(K) PLAN

$1.2M · 21 participants

MICHELLE A. DE MARTA, D.M.D., INC.

MICHELLE A. DE MARTA, D.M.D., INC. PROFIT SHARING 401(K) PLAN

$1.2M · 6 participants

DUNES DENTAL SERVICES, INC.

DUNES DENTAL SERVICES, INC. 401(K) PROFIT SHARING PLAN

$1.2M · 7 participants

LAWRENCE P. RYAN, D.D.S., M.D.

LAWRENCE P. RYAN DDS MD, PROFIT SHARING PLAN

$1.2M · 3 participants

KELLY N. LADD, D.D.S., PLLC.

KELLY N. LADD, D.D.S., PLLC. 401(K) PLAN