Original filing (PDF)20241126060526NAL0002322883001

WATER'S EDGE DENTAL PLLC

Name: WATER'S EDGE DENTAL PLLC — WATER'S EDGE EMPLOYEES' 401(K) PLAN, Form 5500 (2023)
Creator: WATER'S EDGE DENTAL PLLC

Form 5500-SF

FILING_RECEIVED

WATER'S EDGE EMPLOYEES' 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 WATER'S EDGE DENTAL PLLC.

Plan sponsor

Name

WATER'S EDGE DENTAL PLLC

EIN

83-2853956

Address

1244 WRIGHTS LANE · WEST CHESTER, PA · 19380

Phone

(484) 401-9736

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

2024-01-01

Tax period

2024-04-30

Filed

2024-11-26

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

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

Related plans

Similar-size Offices of Dentists plans

DANIEL L. ZEDEKER, DDS, PLLC

ROWLETT TINY TEETH PLLC

ROWLETT TINY TEETH 401(K) PLAN

JAHANI DENTAL CORPORATION

YOUNG SMILES PEDIATRIC DENTISTRY

YOUNG SMILES PEDIATRIC DENTISTRY CBS BENEFIT PLAN

MICHAEL DIORIO, D.D.S.

MICHAEL DIORIO, D. D. S. 401(K) COMPASS RETIREMENT PLAN