· 2022–2024 · DOL EFAST2

WHITESIDES ORTHODONTICS, PLLC — WHITESIDES ORTHODONTICS, PLLC 401(K) PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20251015172118NAL0002697795001

WHITESIDES ORTHODONTICS, PLLC

Form 5500-SF

FILING_RECEIVED

WHITESIDES ORTHODONTICS, PLLC 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

9

Accounts w/ balance

9

Plan assets (EOY)

$626K

Net assets (EOY)

$626K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

81

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHITESIDES ORTHODONTICS, PLLC.

Plan sponsor

Name

WHITESIDES ORTHODONTICS, PLLC

EIN

45-4958919all filings

Address

2286 TAMIAMI TRAIL · PORT CHARLOTTE, FL · 33952

Phone

(941) 627-2011

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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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