Original filing (PDF)20230703183334NAL0011540529001

WICHITA FALLS ENDODONTICS, PLLC

Name: WICHITA FALLS ENDODONTICS, PLLC — WICHITA FALLS ENDODONTICS, PLLC CASH BALANCE PENSION PLAN, Form 5500 (2022)
Creator: WICHITA FALLS ENDODONTICS, PLLC

Form 5500-SF

FILING_RECEIVED

WICHITA FALLS ENDODONTICS, PLLC CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

WICHITA FALLS ENDODONTICS, PLLC

EIN

46-2159824all filings

Address

1804 BROOK AVE. · WICHITA FALLS, TX · 76301

Phone

(940) 247-0286

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-03

Pension benefit codes

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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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MICHAEL L. KEIM, D.D.S., P.C.

MICHAEL L. KEIM, D.D.S., P.C. CASH BALANCE PLAN AND TRUST

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