Original filing (PDF)20250225075918NAL0008270979001

ADAM F. CURTIS, P.A.

Name: ADAM F. CURTIS, P.A. — ADAM F. CURTIS, P.A. 401(K) PLAN, Form 5500 (2024)
Creator: ADAM F. CURTIS, P.A.

Form 5500-SF

FILING_RECEIVED

ADAM F. CURTIS, P.A. 401(K) PLAN

401(k) retirement plan

Active participants

114

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADAM F. CURTIS, P.A..

Plan sponsor

Name

ADAM F. CURTIS, P.A.

EIN

46-4551235

Address

1596 2ND AVENUE NORTHEAST STE A · CAMBRIDGE, MN · 550088069

Phone

(651) 470-9590

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

2025-02-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

EDWARD A. MUCHA, D.D.S., INC.

EDWARD A. MUCHA, D.D.S., INC. 401(K) PROFIT SHARING PLAN

$2.5M · 4 participants

BECKER & GRISAR, DDS, LTD.

BECKER & GRISAR DDS LTD 401K PROFIT SHARING PLAN

$2.5M · 16 participants

ACADEMY DENTAL CARE, LLC

ACADEMY DENTAL CARE RETIREMENT PLAN & TRUST

$2.5M · 16 participants

UPSTATE PEDIATRIC DENTISTRY, P.A.

UPSTATE PEDIATRIC DENTISTRY, P.A. 401(K) PROFIT SHARING PLAN

$2.5M · 23 participants

DAVID LAVINE, D.D.S., P.A.