Original filing (PDF)20250729072516NAL0001157523001

SMITH ORTHODONTICS, INC.

Name: SMITH ORTHODONTICS, INC. — AMY GERBER SMITH AND RICHARD D. SMITH, JR. 401(K) PLAN, Form 5500 (2024)
Creator: SMITH ORTHODONTICS, INC.

Form 5500-SF

FILING_RECEIVED

AMY GERBER SMITH AND RICHARD D. SMITH, JR. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 SMITH ORTHODONTICS, INC..

Plan sponsor

Name

SMITH ORTHODONTICS, INC.

EIN

83-2867405

Address

6 ROSEMAR CIRCLE · PARKERSBURG, WV · 26104

Phone

(304) 865-0000

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2025-07-29

Pension benefit codes

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

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

LISA VOURAS, D.M.D., P.C.

LISA VOURAS, D.M.D., P.C. 401(K) PROFIT SHARING PLAN

$2.0M · 7 participants

R AND L DENTAL, P.C.

R AND L DENTAL, P.C. 401(K) SAVINGS PLAN

$2.0M · 20 participants

RICCO DENTAL PLLC

RICCO DENTAL, PLLC 401(K) PLAN

$2.0M · 13 participants

BRONXVILLE DENTAL CARE, P.C.

BRONXVILLE DENTAL CARE, P.C. DEFINED BENEFIT PLAN

$2.0M · 3 participants

DINA LUNKEN, DDS, P.C.

DINA LUNKEN, DDS, PC 401(K) PLAN

$2.0M · 10 participants