Back to filter
Original filing (PDF)20231013065703NAL0021344467001
DR. WADE G. WINKER, DDS
Form 5500-SF
FILING_RECEIVED
DR. WADE G. WINKER, DDS CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
1
Accounts w/ balance
—
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
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
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DR. WADE G. WINKER, DDS.
Plan sponsor
Name
DR. WADE G. WINKER, DDS
EIN
59-3171057
Address
15 W. ATWATER AVE · EUSTIS, FL · 327265401
Phone
(352) 357-2564
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-13
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
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 providersRelated plans
Similar-size Offices of Dentists plans
KRISTINE YOSHIDA, DDS, INC.
SUMMIT DENTAL 401(K) PLAN
$1.0M · 5 participants
YVONNE M. ROCHON PEDIATRIC DENTAL PRACTICE, INC.
YVONNE M. ROCHON PEDIATRIC DENTAL PRACTICE, INC. PROFIT SHARING PLAN
$1.0M · 7 participants
D & P DENTISTRY, LLC
D & P DENTISTRY, LLC 401K PS PLAN
$1.0M · 17 participants
STEVENSON SMITH, DMD, LLC
STEVENSON SMITH, DMD, LLC 401(K) PLAN
$1.0M · 13 participants
RUSSELL G. ONEAL, MD, LLC
RUSSELL G. O'NEAL, MD, LLC 401K PLAN
$1.0M · 7 participants
DYNAMIC DENTISTRY OF THE SHOALS, P.C.
DYNAMIC DENTISTRY OF THE SHOALS, P.C. 401(K) PROFIT SHARING PLAN
$1.0M · 18 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants