Original filing (PDF)20250930074210NAL0011410209001

NANCY B. WIENER, DDS, PA T/A CATON DENTAL ASSOCIATES

Name: NANCY B. WIENER, DDS, PA T/A CATON DENTAL ASSOCIATES — NANCY B. WIENER, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: NANCY B. WIENER, DDS, PA T/A CATON DENTAL ASSOCIATES

Form 5500-SF

FILING_RECEIVED

NANCY B. WIENER, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

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 NANCY B. WIENER, DDS, PA T/A CATON DENTAL ASSOCIATES.

Plan sponsor

Name

NANCY B. WIENER, DDS, PA T/A CATON DENTAL ASSOCIATES

EIN

52-1706231

Address

1901 HAMMONDS FERRY RD · BALTIMORE, MD · 21227

Phone

(410) 247-5566

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

2025-09-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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