Original filing (PDF)20240620110525NAL0001784608001

FEDELE & HOOKS DENTAL, P.A.

Name: FEDELE & HOOKS DENTAL, P.A. — FEDELE AND HOOKS DENTAL PARTNERSHIP, Form 5500 (2023)
Creator: FEDELE & HOOKS DENTAL, P.A.

Form 5500-SF

FILING_RECEIVED

FEDELE AND HOOKS DENTAL PARTNERSHIP

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 FEDELE & HOOKS DENTAL, P.A..

Plan sponsor

Name

FEDELE & HOOKS DENTAL, P.A.

EIN

82-2090997

Address

500 N.W. DIXIE HIGHWAY · SUITE 200 · STUART, FL · 34994

Phone

(772) 692-6996

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

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

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