Original filing (PDF)20230210100722NAL0019382371001

MORRIS J. SORIANO, D.D.S.

Name: MORRIS J. SORIANO, D.D.S. — MORRIS J. SORIANO, D.D.S. PROFIT SHARING PLAN, Form 5500 (2022)
Creator: MORRIS J. SORIANO, D.D.S.

Form 5500-SF

FILING_RECEIVED

MORRIS J. SORIANO, D.D.S. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MORRIS J. SORIANO, D.D.S..

Plan sponsor

Name

MORRIS J. SORIANO, D.D.S.

EIN

58-1443298

Address

130 LARNE COURT · ROSWELL, GA · 30076

Phone

(770) 992-2433

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

2023-02-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3B · Covers self-employed individuals

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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