Original filing (PDF)20250820085120NAL0003061201001

MARRIS ORTHODONTICS, PA

Name: MARRIS ORTHODONTICS, PA — MARRIS ORTHODONTICS, PA 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MARRIS ORTHODONTICS, PA

Form 5500-SF

FILING_RECEIVED

MARRIS ORTHODONTICS, PA 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 MARRIS ORTHODONTICS, PA.

Plan sponsor

Name

MARRIS ORTHODONTICS, PA

EIN

51-0526976

Address

12780 WATERFORD LAKES PARKWAY · SUITE 130 · ORLANDO, FL · 32828

Phone

(407) 275-3330

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

2025-08-20

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

ROBANG PLLC

SOUTHWEST ORAL SURGERY 401(K) PLAN AND TRUST

$1.1M

ERIN NEILL BROMLEY DDS AND AIME BROYLES DDS, PC

ERIN NEILL BROMLEY, DDS AND AIME BROYLES, DDS, PC 401(K) RETIREMENT PLAN

$1.1M · 17 participants

BINU THOMAS, DDS, INC.

BINU THOMAS, DDS, INC. DEFINED CONTRIBUTION PLAN

$1.1M · 8 participants

NICHOLAS KOURI DENTAL INC

NICHOLAS KOURI DENTAL INC 401(K) PROFIT SHARING PLAN & TRUST

$1.1M · 7 participants

MARLBOROUGH FAMILY DENTAL, P.C.