Original filing (PDF)20241015142403NAL0029964113001

THE KID'S DENTIST, PC

Name: THE KID'S DENTIST, PC — THE KID'S DENTIST RETIREMENT PLAN & TRUST, Form 5500 (2023)
Creator: THE KID'S DENTIST, PC

Form 5500-SF

FILING_RECEIVED

THE KID'S DENTIST RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 THE KID'S DENTIST, PC.

Plan sponsor

Name

THE KID'S DENTIST, PC

EIN

81-1190101

Address

7282 OSWEGO ROAD · LIVERPOOL, NY · 13090

Phone

(315) 451-6260

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

2024-10-15

Pension benefit codes

2E · Profit-sharing

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

—

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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