· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MBT ORTHODONTICS LLC — MBT ORTHODONTICS LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250625122212NAL0004604035001
MBT ORTHODONTICS LLC
Form 5500-SF
FILING_RECEIVED
MBT ORTHODONTICS LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
22
Accounts w/ balance
34
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MBT ORTHODONTICS LLC
.
Find decision makers
Plan sponsor
Name
MBT ORTHODONTICS LLC
EIN
83-2388684
Address
715 W CARMEL DRIVE · SUITE 201 · CARMEL, IN · 46032
Phone
(317) 844-6284
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-25
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
ROBERT C. SJURSEN, JR., PLLC
HILLSBORO ORTHODONTICS 401(K) PLAN
$4.3M · 9 participants
PRABU RAMAN, D.D.S.
PRABU RAMAN, D.D.S. PROFIT SHARING PLAN
$4.3M · 2 participants
ATLANTIC PEDIATRIC DENTISTRY, P.C.
ATLANTIC PEDIATRIC DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN
$4.3M · 9 participants
MILWAUKEE ORAL SURGERY & IMPLANTS, LTD.
MILWAUKEE ORAL SURGERY & IMPLANTS, LTD. EMPLOYEES FLEX PROFIT SHARING PLAN
$4.3M · 39 participants
PERSHING ORTHODONTICS, P.C.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
PERSHING ORTHODONTICS, P. C. SAFE HARBOR 401(K) PLAN
$4.3M · 9 participants
JOY WANG, D.M.D., M.D., INC.
JOY WANG, D.M.D., M.D., INC. RETIREMENT PLAN
$4.3M · 4 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
