Back to filter
Original filing (PDF)20250813133341NAL0004899523001
PANUCCI & JACKFERT ORTHODONTICS, INC.
Form 5500-SF
FILING_RECEIVED
PANUCCI & JACKFERT ORTHODONTICS, INC. RETIREMENT PLAN
Defined-benefit pension plan
Active participants
9
Accounts w/ balance
—
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
86
/ 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
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PANUCCI & JACKFERT ORTHODONTICS, INC..
Plan sponsor
Name
PANUCCI & JACKFERT ORTHODONTICS, INC.
EIN
55-0769837
Address
133 SEVENTH AVENUE · SOUTH CHARLESTON, WV · 253031417
Phone
(304) 744-6311
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-13
Pension benefit codes
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
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 providersRelated plans
Similar-size Offices of Dentists plans
CHRIS BOSTICK, DMD, PLLC
CHRIS BOSTICK, DMD, PLLC 401(K) PROFIT SHARING PLAN
$1.1M · 16 participants
CHARLES GIANG, DMD, INC.
CHARLES GIANG, DMD, INC. 401(K) PLAN
$1.1M · 10 participants
JASON ERICKSON, D.D.S., PA DBA ERICKSON DENTAL
ERICKSON DENTAL EMPLOYEES' RETIREMENT PLAN
$1.1M · 10 participants
ANTHONY DINAPOLI, D.D.S., L.L.C.
ANTHONY DINAPOLI, D.D.S., L.L.C. CASH BALANCE PLAN AND TRUST
$1.1M · 5 participants
MICHAEL A. WEILER, DMD, PC
MICHAEL A. WEILER, DMD, PC 401(K) PLAN
$1.1M · 12 participants
LACHANCE ENTERPRISES
GREENWAY DENTAL 401(K) PLAN
$1.1M · 9 participants
Large plans in West Virginia
WVU HEALTH SYSTEM
WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN
$1.8B · 32,450 participants
ORRICK, HERRINGTON & SUTCLIFFE LLP
ORRICK, HERRINGTON & SUTCLIFFE LLP RETIREMENT PLAN
$1.2B · 1,870 participants
VANDALIA HEALTH, INC.
VANDALIA HEALTH SYSTEM 401(K) RETIREMENT SAVINGS P
$852.8M · 11,194 participants
WEST VIRGINIA LABORERS PENSION TRUST FUND
WEST VIRGINIA LABORERS PENSION TRUST FUND
$570.0M · 2,157 participants
I.U.O.E. LOCAL 132 PENSION FUND
I.U.O.E. LOCAL 132 PENSION FUND
$559.3M · 1,524 participants
BOARD OF TRUSTEES OF THE UMWA 1985 CONSTRUCTION WORKERS
UNITED MINE WORKERS OF AMERICA 1985 CONSTRUCTION WORKERS PENSION PLAN
$469.6M · 195 participants