Original filing (PDF)20230421142301NAL0009826098001

LONGMONT ORTHODONTICS, LLC

Name: LONGMONT ORTHODONTICS, LLC — LONGMONT ORTHODONTICS, LLC 401(K) P/S PLAN, Form 5500 (2022)
Creator: LONGMONT ORTHODONTICS, LLC

Form 5500-SF

FILING_RECEIVED

LONGMONT ORTHODONTICS, LLC 401(K) P/S 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 LONGMONT ORTHODONTICS, LLC.

Plan sponsor

Name

LONGMONT ORTHODONTICS, LLC

EIN

84-1358128

Address

1325 HOVER STREET STE 102 · LONGMONT, CO · 80501

Phone

(303) 651-7771

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

2022-09-30

Filed

2023-04-21

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

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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