Original filing (PDF)20240612150753NAL0029490065001

LESLIE K. FRELS, D.D.S.

Name: LESLIE K. FRELS, D.D.S. — LESLIE K. FRELS, D.D.S. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: LESLIE K. FRELS, D.D.S.

Form 5500-SF

FILING_RECEIVED

LESLIE K. FRELS, D.D.S. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$905K

Net assets (EOY)

$905K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LESLIE K. FRELS, D.D.S..

Plan sponsor

Name

LESLIE K. FRELS, D.D.S.

EIN

82-5483112

Address

203 KERH BLVD · VICTORIA, TX · 77904

Phone

(361) 578-0326

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

2024-06-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

FRANCIS DENTAL PLLC

FRANCIS DENTAL 401(K) PLAN

$905K · 7 participants

ROBERT POUYA HEDVAT, D.D.S., INC.

ROBERT POUYA HEDVAT, D.D.S., INC. DEFINED BENEFIT PENSION PLAN

$905K · 4 participants

F.D. ASSOCIATES OF WARREN, LLC

F.D. ASSOCIATES OF WARREN, LLC SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST

$905K · 2 participants

ROBERT B. FOLK, DDS, MS, INC.

ROBERT B. FOLK, DDS, MS, INC. 401(K) PLAN

$905K · 4 participants

FREEDOM87, P.C.

FREEDOM87, P.C. 401(K) PLAN