Original filing (PDF)20250731122058NAL0002570131001

DANA ORTHODONTICS, PLLC

Name: DANA ORTHODONTICS, PLLC — DANA ORTHODONTICS, PLLC CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: DANA ORTHODONTICS, PLLC

Form 5500-SF

FILING_RECEIVED

DANA ORTHODONTICS, PLLC CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 DANA ORTHODONTICS, PLLC.

Plan sponsor

Name

DANA ORTHODONTICS, PLLC

EIN

68-0600753

Address

1815 61ST AVE. #101 · GREELY, CO · 80634

Phone

(970) 353-3747

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-31

Pension benefit codes

1A · Pay-related DB formula

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

Related plans

Similar-size Offices of Dentists plans

YORKTOWNE DENTAL GROUP

YORKTOWNE DENTAL GROUP 401(K) P/S PLAN

$1.9M · 6 participants

KANEOHE DENTAL GROUP, INC.

KANEOHE DENTAL GROUP, INC. 401K RETIREMENT SAVINGS PLAN

$1.9M · 6 participants

BRIAN W. FONG, DMD, INC.

BRIAN W. FONG, DMD, INC. 401(K) PROFIT SHARING PLAN

$1.9M · 13 participants

PITMAN FAMILY DENTISTRY, LLC

PITMAN FAMILY DENTISTRY 401(K) PLAN

$1.9M · 9 participants

AMY A. ZONOOZI, D.D.S., INC. DBA EUCLID DENTAL CENTER

AMY A. ZONOOZI, D.D.S., INC. DEFINED BENEFIT PENSION PLAN