Original filing (PDF)20250516112515NAL0014044467001

WINTER HAVEN FAMILY & COSMETIC DENTISTRY, LLC

Name: WINTER HAVEN FAMILY & COSMETIC DENTISTRY, LLC — WINTER HAVEN FAMILY & COSMETIC DENTISTRY, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WINTER HAVEN FAMILY & COSMETIC DENTISTRY, LLC

Form 5500-SF

FILING_RECEIVED

WINTER HAVEN FAMILY & COSMETIC DENTISTRY, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 WINTER HAVEN FAMILY & COSMETIC DENTISTRY, LLC.

Plan sponsor

Name

WINTER HAVEN FAMILY & COSMETIC DENTISTRY, LLC

EIN

46-5146524

Address

501 EAST CENTRAL AVENUE · WINTER HAVEN, FL · 33880

Phone

(863) 293-1108

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

2025-05-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

WILLIAM M. CARTER, D.D.S., INC.

WILLIAM M. CARTER, D.D.S., INC. PROFIT SHARING 401(K) PLAN

$1.8M · 5 participants

JOY M MILLER DDS LLC

JOY M MILLER DDS LLC 401(K) PROFIT SHARING PLAN & TRUST

$1.8M · 9 participants

COMPREHENSIVE INTEGRATED DENTISTRY, LLC

COMPREHENSIVE INTEGRATED DENTISTRY, LLC 401(K) RATE GROUP PROFIT SHARING PLAN & TRUST

$1.8M · 16 participants

JOHN R. FAUBL, D.D.S., P.C.

JOHN R. FAUBL, D.D.S., P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

$1.8M · 7 participants