· 2022–2024 · DOL EFAST2

WOODFIN ORTHODONTICS, P.A. — WOODFIN ORTHODONTICS, P. A. EMPLOYEES PROFIT SHARING AND TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251014105555NAL0005563746001

WOODFIN ORTHODONTICS, P.A.

Form 5500-SF

FILING_RECEIVED

WOODFIN ORTHODONTICS, P. A. EMPLOYEES PROFIT SHARING AND TRUST

401(k) retirement plan

Active participants

13

Accounts w/ balance

14

Plan assets (EOY)

$760K

Net assets (EOY)

$760K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

79

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WOODFIN ORTHODONTICS, P.A..

Plan sponsor

Name

WOODFIN ORTHODONTICS, P.A.

EIN

59-3391284

Address

4857 N. 9TH AVENUE · PENSACOLA, FL · 32503

Phone

(850) 477-2180

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

HALF MOON ORAL SURGERY THOMAS A. SARNA DDS PLLC DBA

HALF MOON 401(K)

$760K · 25 participants

JAMES D. WORLEY, D.D.S, INC.

JAMES D. WORLEY, D.D.S., INC. 401(K) PLAN

$760K · 5 participants

HEARTLAND PERIODONTICS PA

HEARTLAND PERIODONTICS PA 401K PLAN

$760K · 10 participants

DR COPPOLAS CENTER STREET FAMILY DE

DR COPPOLAS CENTER STREET FAMILYDENTISTRY PROFIT SHARING PLAN

$760K · 7 participants

ROSS A. FRASER, DDS, PC

ROSS A. FRASER, DDS, PC 401(K) PLAN