Original filing (PDF)20230529234128NAL0012470835001

RICHARD D. BROWNING, DDS

Name: RICHARD D. BROWNING, DDS — RICHARD BROWNING, DDS CASH BALANCE PENSION PLAN, Form 5500 (2022)
Creator: RICHARD D. BROWNING, DDS

Form 5500-SF

FILING_RECEIVED

RICHARD BROWNING, DDS CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RICHARD D. BROWNING, DDS.

Plan sponsor

Name

RICHARD D. BROWNING, DDS

EIN

77-0011611all filings

Address

576 CHARLESON ROAD · APTOS, CA · 95002

Phone

(831) 426-3538

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-02-15

Filed

2023-05-30

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

Related plans

Similar-size Offices of Dentists plans

RICHARD E. BOYD, D.M.D, M.S., P.A.

RICHARD E. BOYD, D.M.D, M.S., P.A. PROFIT SHARING PLAN

MICHELLE D. BEDELL, DMD, PC

MICHELLE D. BEDELL, DMD, PC 401(K) PLAN

MIDLANDS ENDODONTICS, P.A.

MIDLANDS ENDODONTICS, P.A. 401(K) PROFIT SHARING PLAN

BRUCE E. CARTER DMD, PC

BRUCE E. CARTER DMD, PC 401K PLAN

DOCTORS GREGORY R COX & SHERRI WILKERSON-COX PC

COX FAMILY DENTISTRY & ORTHODONTICS 401(K) PROFIT SHARING PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.