Original filing (PDF)20251003103329NAL0003223874001

WOOLERY FAMILY DENTISTRY LLC

Name: WOOLERY FAMILY DENTISTRY LLC — WOOLERY FAMILY DENTISTRY 401(K) PLAN, Form 5500 (2024)
Creator: WOOLERY FAMILY DENTISTRY LLC

Form 5500-SF

FILING_RECEIVED

WOOLERY FAMILY DENTISTRY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 WOOLERY FAMILY DENTISTRY LLC.

Plan sponsor

Name

WOOLERY FAMILY DENTISTRY LLC

EIN

81-4084049

Address

3318 SIMPSON AVE · OCEAN CITY, NJ · 082262066

Phone

(609) 398-1010

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

2025-10-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

MICHAEL W. KOPLIN, D.M.D., P.C.

MICHAEL W. KOPLIN, D.M.D., P.C. 401(K) PLAN

$1.3M

CARL M. STEGER DDS

CARL M. STEGER DDS 401K PLAN AND TRUST

$1.3M · 8 participants

ADVANCED DENTAL ASSOCIATES, LLC

ADVANCED DENTAL ASSOCIATES, LLC CASH BALANCE PENSION PLAN

$1.3M · 14 participants

ELLIS COUNTY FAMILY DENTISTRY

ELLIS COUNTY FAMILY DENTISTRY 401 (K) PLAN

$1.3M · 12 participants

JAMES L. ORRINGTON, II, D.D.S., P.C.

JAMES L. ORRINGTON, II, D.D.S., P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST