Original filing (PDF)20230914143517NAL0014516131001

STOKES AND CARTER ORTHODONTICS, LLP

Name: STOKES AND CARTER ORTHODONTICS, LLP — STOKES & CARTER ORTHODONTICS RETIREMENT PLAN & TRUST, Form 5500 (2022)
Creator: STOKES AND CARTER ORTHODONTICS, LLP

Form 5500-SF

FILING_RECEIVED

STOKES & CARTER ORTHODONTICS RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 STOKES AND CARTER ORTHODONTICS, LLP.

Plan sponsor

Name

STOKES AND CARTER ORTHODONTICS, LLP

EIN

83-4433304

Address

2921 N HERITAGE PARKWAY, SUITE 200 · SHERMAN, TX · 75092

Phone

(903) 892-4535

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

TINY TEETH PEDIATRIC DENTISTRY, LLC

TINY TEETH PEDIATRIC DENTISTRY, LLC 401(K) PLAN

$2.5M · 19 participants

LOUIS K. RAFETTO, DMD, PA

LOUIS K. RAFETTO, DMD, PA 401K PROFIT SHARING PLAN

$2.5M

STEPHEN WARDLAW, P.A.

STEPHEN WARDLAW, P.A. RETIREMENT PLAN & TRUST

$2.5M · 6 participants

SUSAN L. STERN D.M.D., P.C.

SUSAN L. STERN, D.M.D., P.C. PROFIT SHARING PLAN

$2.5M · 5 participants

HILA ROBBINS, D.M.D., INC.

HILA ROBBINS, D.M.D., INC. 401(K) PROFIT SHARING PLAN