Original filing (PDF)20240507190751NAL0025160003001

BATEMAN ORTHODONTICS SPIN OFF

Name: BATEMAN ORTHODONTICS SPIN OFF — Form 5500 (2023)
Creator: BATEMAN ORTHODONTICS SPIN OFF

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BATEMAN ORTHODONTICS SPIN OFF.

Plan sponsor

Name

BATEMAN ORTHODONTICS SPIN OFF

EIN

46-5469316all filings

Address

175 EAST AVENUE · BROCKPORT, NY · 14420

Phone

(585) 637-4474

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

ADT DENTAL, LTD.

ADT DENTAL EMPLOYEE PROFIT SHARING PLAN

SANTOSH S. SOLANKI, D.D.S., A PROF. DENTAL CORP.

SANTOSH S. SOLANKI, D.D.S., A PROF. DENTAL CORP. DEFINED BENEFIT PENSION PLAN

MICHAEL L. KEIM, D.D.S., P.C.

MICHAEL L. KEIM, D.D.S., P.C. CASH BALANCE PLAN AND TRUST

HOLLY DOFFING DDS PA

ENDODONTIC ASSOCIATES OF ILLINOIS, P.C.

ENDODONTIC ASSOCIATES OF ILLINOIS, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

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