Original filing (PDF)20250611095130NAL0015826753001

CEDAR VALLEY ORAL SURGERY, P.C.

Name: CEDAR VALLEY ORAL SURGERY, P.C. — CEDAR VALLEY ORAL SURGERY 401(K) PLAN, Form 5500 (2024)
Creator: CEDAR VALLEY ORAL SURGERY, P.C.

Form 5500-SF

FILING_RECEIVED

CEDAR VALLEY ORAL SURGERY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 CEDAR VALLEY ORAL SURGERY, P.C..

Plan sponsor

Name

CEDAR VALLEY ORAL SURGERY, P.C.

EIN

81-1475860

Address

4426 WYNNEWOOD DR · CEDAR FALLS, IA · 50613

Phone

(319) 233-8850

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-11

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

KRAKLOW FAMILY DENTISTRY, SC

KFD DUNKEL RETIREMENT PLAN

$2.7M · 13 participants

GREAT LAKES FAMILY DENTAL GROUP

GREAT LAKES FAMILY DENTAL GROUP PC 401K PLAN

$2.7M · 31 participants

DAVID J. MARTINEZ, DDS, PC

DAVID J. MARTINEZ, DDS, PC 401(K) PROFIT SHARING PLAN

$2.7M · 9 participants

RICHARD BAXTER, DMD, MS

SHELBY PEDIATRIC DENTISTRY 401(K) PLAN

$2.7M · 17 participants

TRACY N. TAYLOR, DMD, PC

TRACY N. TAYLOR, DMD,PC PROFIT SHARING PLAN & TRUST