· 2022–2024 · DOL EFAST2

R. A. ENGLEHARDT, DDS & B. A. VANDE BERG, DDS, PA DBA CARY ORAL & MAXI — DRS. ENGLEHARDT & VANDE BERG, DDS, PA 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251009174936NAL0004143315001

R. A. ENGLEHARDT, DDS & B. A. VANDE BERG, DDS, PA DBA CARY ORAL & MAXI

Form 5500-SF

FILING_RECEIVED

DRS. ENGLEHARDT & VANDE BERG, DDS, PA 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

13

Accounts w/ balance

10

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

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 R. A. ENGLEHARDT, DDS & B. A. VANDE BERG, DDS, PA DBA CARY ORAL & MAXI.

Plan sponsor

Name

R. A. ENGLEHARDT, DDS & B. A. VANDE BERG, DDS, PA DBA CARY ORAL & MAXI

EIN

56-1903334

Address

SUITE 100 · CARY, NC · 27513

Phone

(919) 461-0110

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

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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