· 2022–2024 · DOL EFAST2

Frank R. Danna, DDS, PA — Frank R. Danna, DDS, PA, Form 5500 (2022)

Original filing (PDF)20230516093854NAL0000369345001

Frank R. Danna, DDS, PA

Form 5500-SF

FILING_RECEIVED

Frank R. Danna, DDS, PA Profit Sharing Plan

401(k) retirement plan · Frank R. Danna, DDS, PA's Frank R. Danna, DDS, PA Profit Sharing Plan held $1.3M in plan assets for 2 participants in 2022.

Signals · 1

High average account balance

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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

75

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

FRANK R. DANNA, DDS, PA

EIN

74-2944636all filings

Address

1313 PETERSBURG ST · CASTROVILLE, TX · 78009

Phone

(830) 931-2150

Industry

Offices of Dentists· Health Care & Social Assistance

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

2023-05-16

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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