Original filing (PDF)20231012111219NAL0063377666001

LISA M. WENTZ, D.D.S., P.A.

Name: LISA M. WENTZ, D.D.S., P.A. — WENTZ ORTHODONTICS/PERIODONTICS RETIREMENT PLAN, Form 5500 (2022)
Creator: LISA M. WENTZ, D.D.S., P.A.

Form 5500-SF

FILING_RECEIVED

WENTZ ORTHODONTICS/PERIODONTICS RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

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 LISA M. WENTZ, D.D.S., P.A..

Plan sponsor

Name

LISA M. WENTZ, D.D.S., P.A.

EIN

75-2546833

Address

4013 84TH STREET · LUBBOCK, TX · 794231913

Phone

(816) 322-7587

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

2023-10-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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