How big is Annapolis Orthodontics' plan?

Annapolis Orthodontics' plan reported $352K in assets and 6 participants for 2023.

Original filing (PDF)20240528130047NAL0021728322001

Annapolis Orthodontics

Name: Annapolis Orthodontics — Annapolis Orthodontics, Form 5500 (2023)
Creator: Annapolis Orthodontics
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Annapolis Orthodontics 401(k) Plan

401(k) retirement plan · Annapolis Orthodontics' Annapolis Orthodontics 401(k) Plan held $352K in plan assets for 6 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$352K

Net assets (EOY)

$352K

People on this filing

Mary Rickert LORD signed Annapolis Orthodontics' 2023 Form 5500 as plan administrator.

Mary Rickert LORD — Plan Administrator — Form 5500 signer
Julie Langguth — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Annapolis Orthodontics' EIN is 81-4470240.

EIN 81-4470240

Plan number 001

Plan year 2023

ACK ID 20240528130047NAL0021728322001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Annapolis Orthodontics from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Annapolis Orthodontics' plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

ANNAPOLIS ORTHODONTICS

EIN

all filings

Address

129 OLD SOLOMONS ISLAND RD · ANNAPOLIS, MD · 21401

Phone

(954) 415-2825

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator