Original filing (PDF)20230608123216NAL0030217121001

EVAN M ZEH, DMD, MS, PSC

Name: EVAN M ZEH, DMD, MS, PSC — ZEH ORTHODONTICS PROFIT SHARING PLAN, Form 5500 (2022)
Creator: EVAN M ZEH, DMD, MS, PSC

Form 5500-SF

FILING_RECEIVED

ZEH ORTHODONTICS PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score

/ 100

Grade A

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

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVAN M ZEH, DMD, MS, PSC.

Plan sponsor

Name

EVAN M ZEH, DMD, MS, PSC

EIN

61-1303602

Address

194 FRANKFORT ROAD · SUITE 1 · SHELBYVILLE, KY · 40065

Phone

(502) 339-9228

Industry

Offices of Physicians· 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

2023-06-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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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