Original filing (PDF)20241011150426NAL0039164640001

S. KENT LAUSON, DDS, MS, P.C. DBA AURORA ORTHODONTICS & TMJ

Name: S. KENT LAUSON, DDS, MS, P.C. DBA AURORA ORTHODONTICS & TMJ — AURORA ORTHODONTICS & TMJ 401(K) PLAN, Form 5500 (2023)
Creator: S. KENT LAUSON, DDS, MS, P.C. DBA AURORA ORTHODONTICS & TMJ

Form 5500-SF

FILING_RECEIVED

AURORA ORTHODONTICS & TMJ 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$125K

Net assets (EOY)

$125K

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 S. KENT LAUSON, DDS, MS, P.C. DBA AURORA ORTHODONTICS & TMJ.

Plan sponsor

Name

S. KENT LAUSON, DDS, MS, P.C. DBA AURORA ORTHODONTICS & TMJ

EIN

84-1565954

Address

14991 E. HAMPTON AVE. · STE. 300 · AURORA, CO · 80014

Phone

(303) 468-9770

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-11

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

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

AMERICAN RIVER URGENT CARE INC

AMERICAN RIVER URGENT CARE INC 401(K) PROFIT SHARING PLAN

$125K · 10 participants

CORE STAFFING

CORE STAFFING 401(K) PROFIT SHARING PLAN & TRUST

$125K · 75 participants

THE REEVES EYE INSTITUTE, PLLC

REEVES EYE INSTITUTE 401(K) PLAN

$125K · 14 participants

22 HEALTH GROUP LLC

22 HEALTH GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST

$125K · 11 participants

MANNO MEDICAL MANAGEMENT, LLC

MANNO MEDICAL MANAGEMENT, LLC CASH BALANCE PENSION PLAN