Original filing (PDF)20230330150414NAL0038919521001

MICHAEL WADDEN DDS

Name: MICHAEL WADDEN DDS — MICHAEL WADDEN DDS 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: MICHAEL WADDEN DDS

Form 5500-SF

FILING_RECEIVED

MICHAEL WADDEN DDS 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$660K

Net assets (EOY)

$660K

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.
High average account balance (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MICHAEL WADDEN DDS.

Plan sponsor

Name

MICHAEL WADDEN DDS

EIN

68-0414709

Address

3470 PALMER DR STE 2 · CAMERON PARK, CA · 956828286

Phone

(530) 676-0400

Industry

Offices of Dentists· 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

2023-03-30

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

KIM FRETTY ORTHODONTICS, PLLC

KIM FRETTY ORTHODONTICS, PLLC 401(K) PROFIT SHARING PLAN

$660K · 8 participants

GARLITZ COSMETIC AND FAMILY DENTISTRY

DR. KYLE GARLITZ 401(K) PLAN

$660K · 9 participants

RAFAELLA SAMPAIO, DMD, PA

RAFAELLA SAMPAIO, DMD, PA 401(K) PROFIT SHARING PLAN

$660K · 10 participants

TRACY KIRK DDS, PLLC DBA FOSSIL CREEK FAMILY DENTISTRY

TRACY KIRK DDS, PLLC DBA FOSSIL CREEK FAMILY DENTISTRY 401(K) PROFIT SHARING PLAN & TRUST

$660K · 7 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.