Original filing (PDF)20251013203019NAL0000930339001

CARLSON DENTAL, PLLC

Name: CARLSON DENTAL, PLLC — CARLSON/BROADWAY RETIREMENT PLAN & TRUST, Form 5500 (2024)
Creator: CARLSON DENTAL, PLLC

Form 5500-SF

FILING_RECEIVED

CARLSON/BROADWAY RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$993K

Net assets (EOY)

$993K

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 CARLSON DENTAL, PLLC.

Plan sponsor

Name

CARLSON DENTAL, PLLC

EIN

83-4673958

Address

9859 W COAL MINE AVE · LITTLETON, CO · 80123

Phone

(303) 932-6018

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

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

2K · 401(m) arrangement

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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