Original filing (PDF)20250416094831NAL0008252688001

HEARTLAND PERIODONTICS PA

Name: HEARTLAND PERIODONTICS PA — HEARTLAND PERIODONTICS PA 401K PLAN, Form 5500 (2024)
Creator: HEARTLAND PERIODONTICS PA

Form 5500-SF

FILING_RECEIVED

HEARTLAND PERIODONTICS PA 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

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

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 HEARTLAND PERIODONTICS PA.

Plan sponsor

Name

HEARTLAND PERIODONTICS PA

EIN

65-0802609

Address

4660 LAKEVIEW DRIVE · SUITE 102 · SEBRING, FL · 33870

Phone

(863) 382-8878

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

2025-04-16

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

ROSS A. FRASER, DDS, PC

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

$760K · 8 participants

JOEL SCHWITZER D.M.D., P.C.

JOEL SCHWITZER DMD PROFIT SHARING PLAN

$761K · 7 participants

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

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

$760K · 5 participants

HALF MOON ORAL SURGERY THOMAS A. SARNA DDS PLLC DBA

HALF MOON 401(K)

$760K · 25 participants

WOODFIN ORTHODONTICS, P.A.

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