Original filing (PDF)20240705102619NAL0013492064001

EDMOND J. ALLISON DMD, PA

Name: EDMOND J. ALLISON DMD, PA — EDMOND J. ALLISON DMD, PA 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: EDMOND J. ALLISON DMD, PA

Form 5500-SF

FILING_RECEIVED

EDMOND J. ALLISON DMD, PA 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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 EDMOND J. ALLISON DMD, PA.

Plan sponsor

Name

EDMOND J. ALLISON DMD, PA

EIN

65-0636441

Address

1527 SOUTHEAST 16TH PLACE · CAPE CORAL, FL · 33990

Phone

(508) 494-5196

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-05

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)

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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