· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NORWALK FAMILY DENTISTRY, LLC — NORWALK FAMILY DENTISTRY, LLC SAFE HARBOR 401(K) PLAN, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20230811070316NAL0039581760001
NORWALK FAMILY DENTISTRY, LLC
Form 5500-SF
FILING_RECEIVED
NORWALK FAMILY DENTISTRY, LLC SAFE HARBOR 401(K) PLAN
401(k) retirement plan
Active participants
22
Accounts w/ balance
25
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NORWALK FAMILY DENTISTRY, LLC
.
Find decision makers
Plan sponsor
Name
NORWALK FAMILY DENTISTRY, LLC
EIN
54-2146195
Address
1101 CHATHAM AVE A · NORWALK, IA · 502119658
Phone
(515) 256-9000
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-08-11
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
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
Related plans
Similar-size Offices of Dentists plans
MARAT M KOYFMAN DMD PA
MARAT M KOYFMAN DMD PA 401(K) PLAN
$2.4M · 10 participants
DR. ROBERT H. STEPHENSON, DDS, PC
ROBERT H. STEPHENSON, DDS, PC DEFINED BENEFIT PLAN
$2.4M · 1 participants
ALEXANDRIA ORAL SURGERY ASSOCIATES, LLP
ALEXANDRIA ORAL SURGERY ASSOCIATES, LLP 401K PLAN AND TRUST
$2.4M · 15 participants
MCDONALD DENTAL P.C.
MCDONALD DENTAL 401(K) PLAN
$2.4M · 17 participants
SADDLEBACK DENTISTRY
SADDLEBACK DENTISTRY 401(K) PROFIT SHARING PLAN
100
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.
$2.4M · 11 participants
DENTAL DISTINCTIONS, INC., P.C.
DENTAL DISTINCTIONS, INC., P.C. 401(K) PROFIT SHARING PLAN
$2.4M · 4 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B
