Original filing (PDF)20241015144426NAL0016657475003

WHOLE HEALTH DENTISTRY, PLLC

Name: WHOLE HEALTH DENTISTRY, PLLC — WHOLE HEALTH DENTISTRY CASH BALANCE PLAN, Form 5500 (2023)
Creator: WHOLE HEALTH DENTISTRY, PLLC

Form 5500-SF

FILING_RECEIVED

WHOLE HEALTH DENTISTRY CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$982K

Net assets (EOY)

$982K

Plan health score

100

/ 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHOLE HEALTH DENTISTRY, PLLC.

Plan sponsor

Name

WHOLE HEALTH DENTISTRY, PLLC

EIN

46-5023649

Address

28255 N. TATUM BLVD · SUITE 4 · CAVE CREEK, AZ · 85331

Phone

(480) 563-4141

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

3H · Sponsor in controlled / affiliated group

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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