· 2022–2024 · DOL EFAST2

WESTCHESTER ORTHODONTICS, P.C. — WESTCHESTER ORTHODONTICS, P.C. 401K PROFIT SHARING PLAN & TRUST, Form 5500 (2022)

Original filing (PDF)20231017163624NAL0027134483001

WESTCHESTER ORTHODONTICS, P.C.

Form 5500-SF

FILING_RECEIVED

WESTCHESTER ORTHODONTICS, P.C. 401K PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

0

Accounts w/ balance

2

Plan assets (EOY)

$26K

Net assets (EOY)

$26K

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

100

Total plan cost

n/a

Plan health

48

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WESTCHESTER ORTHODONTICS, P.C..

Plan sponsor

Name

WESTCHESTER ORTHODONTICS, P.C.

EIN

81-0627970all filings

Address

2 BYRAM BROOK PLACE · ARMONK, NY · 10504

Phone

(914) 251-0221

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

2023-10-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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