Original filing (PDF)20250527145937NAL0006130801001

TODD R. HALONEN DDS PLC

Name: TODD R. HALONEN DDS PLC — HALONEN FAMILY DENTISTRY 401(K) PLAN, Form 5500 (2024)
Creator: TODD R. HALONEN DDS PLC

Form 5500-SF

FILING_RECEIVED

HALONEN FAMILY DENTISTRY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 TODD R. HALONEN DDS PLC.

Plan sponsor

Name

TODD R. HALONEN DDS PLC

EIN

47-3992801

Address

4542 BECKLEY RD · BATTLE CREEK, MI · 49015

Phone

(269) 979-3400

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

2025-05-27

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)

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

CAPEZIO PEDIATRIC DENTISTRY PLLC

CAPEZIO PEDIATRIC DENTISTRY PLLC, 401(K) PLAN

$1.2M · 9 participants

MICHAEL D. GENTILE, D.D.S., PC

MICHAEL D. GENTILE, D.D.S., PC INCENTIVE SAVINGS PLAN

$1.2M · 3 participants

GEORGE W. CHILDRESS, DMD, P.C.

GEORGE W. CHILDRESS, DMD, P.C. 401(K) PROFIT SHARING PLAN

$1.2M · 13 participants

ENDODONTICS LIMITED, INC.

ENDODONTICS LIMITED, INC. CASH BALANCE PLAN

$1.2M · 10 participants

ADVANCED DENTISTRY OF SUMMIT