Original filing (PDF)20240116141331NAL0000388131001

BROWN FAMILY ORTHODONTICS, LLC

Name: BROWN FAMILY ORTHODONTICS, LLC — BROWN FAMILY ORTHODONTICS, LLC 401K PLAN, Form 5500 (2022)
Creator: BROWN FAMILY ORTHODONTICS, LLC

Form 5500-SF

FILING_RECEIVED

BROWN FAMILY ORTHODONTICS, LLC 401K PLAN

401(k) retirement plan

Signals · 1

Late filing · 2.0 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROWN FAMILY ORTHODONTICS, LLC.

Plan sponsor

Name

BROWN FAMILY ORTHODONTICS, LLC

EIN

56-2385099

Address

2 IVY LANE · COVINGTON, LA · 704334427

Phone

(985) 626-8297

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2024-01-16

Pension benefit codes

2A · Age/service weighted or new comparability

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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