Original filing (PDF)20231026142006NAL0008610049001

KEVIN T. BONN, D.M.D., P.A.

Name: KEVIN T. BONN, D.M.D., P.A. — KEVIN T. BONN, D.M.D., P.A. RETIREMENT PLAN, Form 5500 (2022)
Creator: KEVIN T. BONN, D.M.D., P.A.

Form 5500-SF

FILING_RECEIVED

KEVIN T. BONN, D.M.D., P.A. RETIREMENT PLAN

401(k) 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 KEVIN T. BONN, D.M.D., P.A..

Plan sponsor

Name

KEVIN T. BONN, D.M.D., P.A.

EIN

59-3549321all filings

Address

1886 ARLINGTON CT · LONGWOOD, FL · 32779

Phone

(407) 333-7393

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-08-31

Filed

2023-10-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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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MICHAEL L. KEIM, D.D.S., P.C.

MICHAEL L. KEIM, D.D.S., P.C. CASH BALANCE PLAN AND TRUST

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