Original filing (PDF)20251010113316NAL0007623761001

WEBB FAMILY ORTHODONTICS

Name: WEBB FAMILY ORTHODONTICS — WEBB FAMILY ORTHODONTICS RETIREMENT PLAN, Form 5500 (2024)
Creator: WEBB FAMILY ORTHODONTICS

Form 5500-SF

FILING_RECEIVED

WEBB FAMILY ORTHODONTICS RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEBB FAMILY ORTHODONTICS.

Plan sponsor

Name

WEBB FAMILY ORTHODONTICS

EIN

46-4102931

Address

4803 HIXSON PIKE, SUITE 101 · HIXSON, TN · 37343

Phone

(423) 870-5254

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

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

SUSAN PARTOVI, DDS, PC

SUSAN PARTOVI, DDS, PC 401(K) PROFIT SHARING PLAN

$1.7M · 4 participants

FOX RIVER PERIODONTICS, SC

FOX RIVER PERIODONTICS, SC 401(K) PROFIT SHARING PLAN

$1.7M · 8 participants

JON DOUGLAS LESAN, DDS, RPH, PA

JON DOUGLAS LESAN, DDS, RPH, PA 401(K) PROFIT SHARING PLAN

$1.7M · 8 participants

BRITAIN PERIODONTICS, P.A.

BRITAIN PERIODONTICS, P.A. 401(K) PROFIT SHARING PLAN

$1.7M · 7 participants

SEDATION AND IMPLANT DENTISTRY - DR. ANDERSON AND DR. YANG, PLLC