Original filing (PDF)20230404162638NAL0028624051001

PETER L. CONMY, D.D.S., M.S., INC.

Name: PETER L. CONMY, D.D.S., M.S., INC. — MAUI ORTHODONTICS RETIREMENT PLAN & TRUST., Form 5500 (2022)
Creator: PETER L. CONMY, D.D.S., M.S., INC.

Form 5500-SF

FILING_RECEIVED

MAUI ORTHODONTICS RETIREMENT PLAN & TRUST.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 PETER L. CONMY, D.D.S., M.S., INC..

Plan sponsor

Name

PETER L. CONMY, D.D.S., M.S., INC.

EIN

54-2102240

Address

285 WEST KAAHUMANU AVENUE, SUITE 20 · KAHULUI, HI · 96732

Phone

(808) 873-8199

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-04-04

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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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ADVANCED DENTAL CARE OF ANDERSON