Original filing (PDF)20250203144530NAL0003249891001

AUDREY WINGO, D.D.S.

Name: AUDREY WINGO, D.D.S. — AUDREY WINGO, D.D.S. EMPLOYEES' PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: AUDREY WINGO, D.D.S.

Form 5500-SF

FILING_RECEIVED

AUDREY WINGO, D.D.S. EMPLOYEES' PROFIT SHARING PLAN AND 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 AUDREY WINGO, D.D.S..

Plan sponsor

Name

AUDREY WINGO, D.D.S.

EIN

45-4724375

Address

550 WATER ST., STE. G · SANTA CRUZ, CA · 950604132

Phone

(831) 426-3262

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

2025-02-03

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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