Original filing (PDF)20250903181036NAL0015635249001

BAUERLE SYNDERGAARD WILCOX PERIODONTICS & ORAL SURGERY PLLC

Name: BAUERLE SYNDERGAARD WILCOX PERIODONTICS & ORAL SURGERY PLLC — CARSON PERIODONTICS AND ORAL SURGERY RETIREMENT PLAN & TRUST, Form 5500 (2024)
Creator: BAUERLE SYNDERGAARD WILCOX PERIODONTICS & ORAL SURGERY PLLC

Form 5500-SF

FILING_RECEIVED

CARSON PERIODONTICS AND ORAL SURGERY RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 BAUERLE SYNDERGAARD WILCOX PERIODONTICS & ORAL SURGERY PLLC.

Plan sponsor

Name

BAUERLE SYNDERGAARD WILCOX PERIODONTICS & ORAL SURGERY PLLC

EIN

81-2946915

Address

1675 VISTA LANE · CARSON CITY, NV · 89703

Phone

(775) 882-3033

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

2025-09-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

WILLIAM R. GRIDER, D.D.S., P.C.

WILLIAM R. GRIDER, D.D.S., P.C. PROFIT SHARING PLAN

$2.5M · 4 participants

R. CLARK GOODWIN, D.D.S., P.C.

R. CLARK GOODWIN, D.D.S., P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN

$2.5M · 7 participants

BROWN-MCMULLEN-WISSE DENTAL ASSOCIATES PC

BROWN-MCMULLEN-WISSE DENTAL ASSOCIATES PC EMPLOYEES SAVINGS & RETIREMENT PLAN

$2.5M · 17 participants

ANDERSON ORTHODONTICS, P.C.

ANDERSON ORTHODONTICS, P.C. RETIREMENT PLAN & TRUST

$2.5M · 12 participants