Original filing (PDF)20231012073900NAL0030758481001

DOUGLAS C. WENDT, JR., DDS

Name: DOUGLAS C. WENDT, JR., DDS — DOUGLAS C. WENDT, JR. , DDS 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: DOUGLAS C. WENDT, JR., DDS

Form 5500-SF

FILING_RECEIVED

DOUGLAS C. WENDT, JR. , DDS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 DOUGLAS C. WENDT, JR., DDS.

Plan sponsor

Name

DOUGLAS C. WENDT, JR., DDS

EIN

59-2895193

Address

1165 NIKKI VIEW DR · BRANDON, FL · 33511

Phone

(813) 684-8085

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

2023-10-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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