Original filing (PDF)20241013143412NAL0025919777001

SMITH ORTHODONTICS, P.A.

Name: SMITH ORTHODONTICS, P.A. — SMITH ORTHODONTICS CASH BALANCE PLAN & TRUST, Form 5500 (2023)
Creator: SMITH ORTHODONTICS, P.A.

Form 5500-SF

FILING_RECEIVED

SMITH ORTHODONTICS CASH BALANCE PLAN & TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$108K

Net assets (EOY)

$108K

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 SMITH ORTHODONTICS, P.A..

Plan sponsor

Name

SMITH ORTHODONTICS, P.A.

EIN

48-0928974all filings

Address

1230 N BROADMOOR STREET · WICHITA, KS · 67206

Phone

(316) 634-1230

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-13

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

JAMM DENTAL SOLUTIONS, PLLC

JAMM DENTAL SOLUTIONS 401(K) PLAN

$108K · 10 participants

EMER J. MAKAPUGAY, DDS, INC. DBA MAK DENTAL GROUP

EMER J. MAKAPUGAY, DDS, INC. DBA MAK DENTAL GROUP 401(K) PROFIT SHARING PLAN

$108K · 24 participants

JOHN M. ISBRANDT DDS, PC DBA DEAN ST. DENTAL

DEAN ST. DENTAL 401(K) PLAN

$108K · 4 participants

HILLIARD DENTAL NEERU SHARMA

HILLIARD DENTAL 401(K) PLAN

$108K · 10 participants

CHERTES DENTAL CORP

TUDOR DENTAL SERVICES INCORPORATED

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