Original filing (PDF)20240722122534NAL0021598818001

BONNIE B. SAVOY, D.D.S

Name: BONNIE B. SAVOY, D.D.S — BONNIE B. SAVOY PROFIT SHARING PLAN, Form 5500 (2023)
Creator: BONNIE B. SAVOY, D.D.S

Form 5500-SF

FILING_RECEIVED

BONNIE B. SAVOY PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

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 BONNIE B. SAVOY, D.D.S.

Plan sponsor

Name

BONNIE B. SAVOY, D.D.S

EIN

76-0338398

Address

933 ELDRIDGE RD · SUGAR LAND, TX · 774782809

Phone

(281) 242-6581

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

2023-01-01

Tax period

2023-12-31

Filed

2024-07-22

Pension benefit codes

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

3B · Covers self-employed individuals

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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