Original filing (PDF)20250612082551NAL0012775427001

APEX FAMILY DENTISTRY

Name: APEX FAMILY DENTISTRY — APEX FAMILY DENTISTRY 401(K) PLAN, Form 5500 (2024)
Creator: APEX FAMILY DENTISTRY

Form 5500-SF

FILING_RECEIVED

APEX FAMILY DENTISTRY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$498K

Net assets (EOY)

$498K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APEX FAMILY DENTISTRY.

Plan sponsor

Name

APEX FAMILY DENTISTRY

EIN

47-4956292all filings

Address

1001 WEST WILLIAMS STREET SUITE 105 · APEX, NC · 27502

Phone

(919) 362-7878

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

2025-06-12

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)

2A · Age/service weighted or new comparability

2K · 401(m) arrangement

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

KOO DDS INC

KOO DDS INC 401(K) PLAN

$498K · 4 participants

VAN WERT DENTISTRY BURGEI& SWICK, INC.

VAN WERT DENTISTRY BURGEI& SWICK 401(K) PSP

$498K · 8 participants

DR. ROBERT B. NAY DMD PA DBA NAY ORTHODONTICS

DR. ROBERT B. NAY DMD, PA 401(K) PLAN

$498K · 8 participants

DR. STEVEN WONG DENTISTRY, APC

DR. STEVEN WONG DENTISTRY, APC 401K PLAN

$498K · 4 participants

BENJAMIN & GLORIA GELLER, D.D.S., INC.

BENJAMIN & GLORIA GELLER, D.D.S., INC. DEFINED BENEFIT PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.