Original filing (PDF)20250804115421NAL0001277907001

QUINN MITCHELL BDS, PLLC

Name: QUINN MITCHELL BDS, PLLC — HERITAGE ENDODONTICS RETIREMENT PLAN & TRUST, Form 5500 (2024)
Creator: QUINN MITCHELL BDS, PLLC

Form 5500-SF

FILING_RECEIVED

HERITAGE ENDODONTICS RETIREMENT PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$513K

Net assets (EOY)

$513K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Decision-maker contacts

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

Plan sponsor

Name

QUINN MITCHELL BDS, PLLC

EIN

46-3670268all filings

Address

128 E PRAIRIE ST. · SEQUIM, WA · 98382

Phone

(360) 504-3636

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

2025-08-04

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

2A · Age/service weighted or new comparability

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

ANTHONY D NGUYEN D.D.S., INC

ANTHONY D NGUYEN D.D.S., INC. CASH BALANCE PLAN

$513K · 2 participants

ATHENS DENTAL GROUP LLC

ATHENS DENTAL GROUP LLC 401(K) PLAN

$513K · 11 participants

HAVENS AND HAVENS DDS, PLLC

HAVENS AND HAVENS DDS, PLLC PROFIT SHARING PLAN

$513K · 7 participants

JASON BECKMAN DDS, LLC.

JASON BECKMAN DDS, LLC. 401(K) PLAN & TRUST

$512K · 11 participants

DAVID F. WILHELM, D.D.S., INC.

DAVID F. WILHELM, D.D.S., INC. PROFIT SHARING PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.