Original filing (PDF)20250617123110NAL0000918515001

JESSIE BANKS, DDS, PS

Name: JESSIE BANKS, DDS, PS — KITSAP KID'S DENTISTRY RETIREMENT PLAN & TRUST, Form 5500 (2024)
Creator: JESSIE BANKS, DDS, PS

Form 5500-SF

FILING_RECEIVED

KITSAP KID'S DENTISTRY RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JESSIE BANKS, DDS, PS.

Plan sponsor

Name

JESSIE BANKS, DDS, PS

EIN

46-3785445

Address

1344 NE MCWILLIAMS ROAD · BREMERTON, WA · 98311

Phone

(360) 698-3242

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

2025-06-17

Pension benefit codes

2E · Profit-sharing

2A · Age/service weighted or new comparability

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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