Original filing (PDF)20230710164241NAL0039798242001

DANIEL V. BALDERRAMA, DDS

Name: DANIEL V. BALDERRAMA, DDS — DANIEL V. BALDERRAMA, DDS PROFIT SHARING PLAN, Form 5500 (2022)
Creator: DANIEL V. BALDERRAMA, DDS

Form 5500-SF

FILING_RECEIVED

DANIEL V. BALDERRAMA, DDS PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$731K

Net assets (EOY)

$731K

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 average account balance (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DANIEL V. BALDERRAMA, DDS.

Plan sponsor

Name

DANIEL V. BALDERRAMA, DDS

EIN

82-2321284all filings

Address

2602 S. WASHINGTON AVE · MARSHALL, TX · 75672

Phone

(903) 938-5662

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

2023-07-10

Pension benefit codes

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

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

2K · 401(m) arrangement

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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