Original filing (PDF)20250916150720NAL0001377811001

O'BRIEN AND WEST DMD, PLLC

Name: O'BRIEN AND WEST DMD, PLLC — O'BRIEN AND WEST DMD PLLC 401(K) PLAN, Form 5500 (2024)
Creator: O'BRIEN AND WEST DMD, PLLC

Form 5500-SF

FILING_RECEIVED

O'BRIEN AND WEST DMD PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 O'BRIEN AND WEST DMD, PLLC.

Plan sponsor

Name

O'BRIEN AND WEST DMD, PLLC

EIN

46-5562525

Address

2945 NEW BERN AVE · RALEIGH, NC · 276101213

Phone

(919) 834-4932

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

2025-01-01

Tax period

2025-05-23

Filed

2025-09-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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