Original filing (PDF)20230615090238NAL0024991491001

JULIE M. GILLIS, DDS, PC

Name: JULIE M. GILLIS, DDS, PC — JULIE M. GILLIS, D.D.S., P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: JULIE M. GILLIS, DDS, PC

Form 5500-SF

FILING_RECEIVED

JULIE M. GILLIS, D.D.S., P.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 JULIE M. GILLIS, DDS, PC.

Plan sponsor

Name

JULIE M. GILLIS, DDS, PC

EIN

84-1479108

Address

723 PACIFIC DR · GRAND JUNCTION, CO · 81506

Phone

(970) 242-3635

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

JULIE M. GILLIS, DDS, PC

EIN

84-1479108

City

GRAND JUNCTION, CO

Phone

(970) 216-5305

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-15

Pension benefit codes

2A · Age/service weighted or new comparability

2J · 401(k) feature

2G · Total participant-directed accounts

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

2E · Profit-sharing

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

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