Original filing (PDF)20230621125410NAL0000659392001

A. TODD SMITH, DDS, P.A.

Name: A. TODD SMITH, DDS, P.A. — A. TODD SMITH, DDS, P.A. RETIREMENT PLAN & TRUST, Form 5500 (2022)
Creator: A. TODD SMITH, DDS, P.A.

Form 5500-SF

FILING_RECEIVED

A. TODD SMITH, DDS, P.A. RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 A. TODD SMITH, DDS, P.A..

Plan sponsor

Name

A. TODD SMITH, DDS, P.A.

EIN

56-1081509

Address

1601 SOUTH HAWTHORNE ROAD · WINSTON SALEM, NC · 27103

Phone

(336) 765-9550

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

2023-06-21

Pension benefit codes

2E · Profit-sharing

2A · Age/service weighted or new comparability

2J · 401(k) feature

2K · 401(m) arrangement

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

3B · Covers self-employed individuals

3H · Sponsor in controlled / affiliated group

2G · Total participant-directed accounts

Service providers (Schedule C)

Small plans don't disclose service providers

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