· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GO ORTHODONTICS PARTNERSHIP — GO ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251010125022NAL0004619971001
GO ORTHODONTICS PARTNERSHIP
Form 5500-SF
FILING_RECEIVED
GO ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST
Defined-benefit pension plan
Active participants
40
Accounts w/ balance
—
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
75
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GO ORTHODONTICS PARTNERSHIP
.
Find decision makers
Plan sponsor
Name
GO ORTHODONTICS PARTNERSHIP
EIN
45-5104505
Address
2408 SOUTH LAMAR BLVD. · SUITE 2 · OXFORD, MS · 38655
Phone
(662) 234-4826
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
1I · Frozen plan — no new benefit accrual
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
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
Related plans
Similar-size Offices of Dentists plans
BURNSIDE DENTAL CARE PC
BURNSIDE DENTAL CARE PC 401K PLAN
$3.2M · 19 participants
VALDERS DENTAL ASSOCIATES SC
VALDERS DENTAL ASSOCIATES SC 401(K) PROFIT SHARING PLAN
$3.2M · 5 participants
MCCLOY FAMILY DENTISTRY OF MT PLEASANT LLC
MCCLOY FAMILY DENTISTRY OF MT PLEASANT LLC 401(K) PROFIT SHARING PLAN
$3.2M · 3 participants
CHRISTIAN & EVANS, P.S.C.
CHRISTIAN & EVANS, P.S.C. 401(K) PROFIT SHARING PLAN
$3.2M · 6 participants
MARKS CHILDREN'S DENTISTRY, PLLC
100
Knocking points off
Plan is frozen (1I) — no new benefit accrual.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
MARKS CHILDREN'S DENTISTRY 401(K) PLAN
$3.2M · 25 participants
AFFILIATED CHILDRENS DENTAL SPECIALISTS, P.C.
AFFILIATED CHILDRENS DENTAL SPECIALISTS, P.C. 401(K) PROFIT SHARING PLAN AND TRUST
$3.2M · 11 participants
Large plans in Mississippi
CADENCE BANK
CADENCE 401(K) PROFIT-SHARING PLAN
$817.1M · 5,423 participants
HANCOCK WHITNEY CORPORATION
HANCOCK WHITNEY CORPORATION PENSION PLAN
$734.5M · 1,476 participants
ERGON, INC.
ERGON 401(K) PLAN
$651.4M · 3,470 participants
V2X, INC.
V2X 401K RETIREMENT PLAN
$644.4M · 13,781 participants
HANCOCK WHITNEY CORPORATION
HANCOCK WHITNEY CORPORATION 401(K) SAVINGS PLAN
$607.6M · 3,341 participants
SOUTHERN FARM BUREAU CASUALTY INSURANCE COMPANY
SOUTHERN FARM BUREAU AND ADOPTING COMPANIES 401(K) PLAN
$528.3M · 2,710 participants
