Original filing (PDF)20250129062958NAL0024623840001

OUSBORNE & KELLER, D.D.S., P.A.

Name: OUSBORNE & KELLER, D.D.S., P.A. — OUSBORNE & KELLER, D.D.S., P.A. CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST, Form 5500 (2023)
Creator: OUSBORNE & KELLER, D.D.S., P.A.

Form 5500-SF

FILING_RECEIVED

OUSBORNE & KELLER, D.D.S., P.A. CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

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 OUSBORNE & KELLER, D.D.S., P.A..

Plan sponsor

Name

OUSBORNE & KELLER, D.D.S., P.A.

EIN

52-1135374

Address

21 WEST ROAD SUITE 104 · TOWSON, MD · 21204

Phone

(410) 828-1177

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

2023-11-01

Tax period

2024-10-31

Filed

2025-01-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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

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

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