· 2022–2024 · DOL EFAST2

TEXAS PERIODONTAL ASSOCIATES — TEXAS PERIODONTAL ASSOCIATES 401K PROFIT SHARING PLAN & TRUST, Form 5500 (2022)

Original filing (PDF)20231215140333NAL0017111619001

TEXAS PERIODONTAL ASSOCIATES

Form 5500-SF

FILING_RECEIVED

TEXAS PERIODONTAL ASSOCIATES 401K PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 2

Late filing · 1.0 moHigh average account balance

Active participants

1

Accounts w/ balance

1

Plan assets (EOY)

$241K

Net assets (EOY)

$241K

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

96

Total plan cost

n/a

Plan health

87

Vendor & structure

100

Knocking points off

Filed 1.0 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TEXAS PERIODONTAL ASSOCIATES.

Plan sponsor

Name

TEXAS PERIODONTAL ASSOCIATES

EIN

76-0658573all filings

Address

7500 SAN FELIPE · SUITE 325 · HOUSTON, TX · 77063

Phone

(713) 457-6351

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

2023-12-15

Pension benefit codes

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)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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