Original filing (PDF)20250327153216NAL0026855376001

PEGGY LEVIN, DDS, INC.

Name: PEGGY LEVIN, DDS, INC. — PEGGY LEVIN, DDS, INC. 401(K) SAVINGS PLAN & TRUST, Form 5500 (2023)
Creator: PEGGY LEVIN, DDS, INC.

Form 5500-SF

FILING_RECEIVED

PEGGY LEVIN, DDS, INC. 401(K) SAVINGS PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$759K

Net assets (EOY)

$759K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PEGGY LEVIN, DDS, INC..

Plan sponsor

Name

PEGGY LEVIN, DDS, INC.

EIN

76-0007112

Address

17209 GLENMONT PARK · WEBSTER, TX · 77598

Phone

(281) 480-5252

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-03-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

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