Original filing (PDF)20240829102016NAL0007541299001

Hamilton and Whitecotton Orthodontics

Name: Hamilton and Whitecotton Orthodontics — Todd L., Form 5500 (2023)
Creator: Hamilton and Whitecotton Orthodontics
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Todd L. Hamilton, DDS, PA Cash Balance Plan

Defined-benefit pension plan · Hamilton and Whitecotton Orthodontics' Todd L. Hamilton, DDS, PA Cash Balance Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Hamilton and Whitecotton Orthodontics' EIN is 83-1607502.

EIN 83-1607502

Plan number 002

Plan year 2023

ACK ID 20240829102016NAL0007541299001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Hamilton and Whitecotton Orthodontics' plan includes a cash-balance formula.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

HAMILTON AND WHITECOTTON ORTHODONTICS

EIN

all filings

Address

7482 WATERSIDE CROSSING BLVD · SUITE 201 · DENVER, NC · 280373005

Phone

(704) 822-0320

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator

Name

TODD L. HAMILTON, DDS, PA

EIN

56-2036104

City

DENVER, NC

Phone

(704) 822-0320

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-01-11

Filed

2024-08-29

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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