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WEST ANNAPOLIS FAMILY DENTISTRY, LLC — WEST ANNAPOLIS FAMILY DENTISTRY, LLC 401(K) PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230427154053NAL0024780418001
WEST ANNAPOLIS FAMILY DENTISTRY, LLC
Form 5500-SF
FILING_RECEIVED
WEST ANNAPOLIS FAMILY DENTISTRY, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 29.4 mo
Active participants
7
Accounts w/ balance
23
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WEST ANNAPOLIS FAMILY DENTISTRY, LLC
.
Find decision makers
Plan sponsor
Name
WEST ANNAPOLIS FAMILY DENTISTRY, LLC
EIN
52-1952601
Address
101 RIDGELY AVENUE, SUITE 20 · ANNAPOLIS, MD · 214011409
Phone
(410) 263-3700
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2019-01-01
Tax period
2019-12-31
Filed
2023-04-27
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Filed 29.4 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
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