Original filing (PDF)20230516093854NAL0000369345001

FRANK R. DANNA, DDS, PA

Name: FRANK R. DANNA, DDS, PA — FRANK R. DANNA, DDS, PA PROFIT SHARING PLAN, Form 5500 (2022)
Creator: FRANK R. DANNA, DDS, PA

Form 5500-SF

FILING_RECEIVED

FRANK R. DANNA, DDS, PA PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 FRANK R. DANNA, DDS, PA.

Plan sponsor

Name

FRANK R. DANNA, DDS, PA

EIN

74-2944636

Address

1313 PETERSBURG ST · CASTROVILLE, TX · 78009

Phone

(830) 931-2150

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

2023-05-16

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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