Original filing (PDF)20231016162331NAL0051498144001

PICKARD ORTHODONTICS PC

Name: PICKARD ORTHODONTICS PC — PICKARD ORTHODONTICS 401(K) PLAN, Form 5500 (2022)
Creator: PICKARD ORTHODONTICS PC

Form 5500-SF

FILING_RECEIVED

PICKARD ORTHODONTICS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 PICKARD ORTHODONTICS PC.

Plan sponsor

Name

PICKARD ORTHODONTICS PC

EIN

81-4900590

Address

505 S MOUNTAIN VIEW RD · MOSCOW, ID · 83843

Phone

(208) 882-6360

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2A · Age/service weighted or new comparability

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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