Original filing (PDF)20230620154928NAL0059660992001

BALLER WINELAND PC DBA WHEELOCK AND ASSOCIATES DENTISTRY

Name: BALLER WINELAND PC DBA WHEELOCK AND ASSOCIATES DENTISTRY — WHEELOCK AND ASSOCIATES DENTISTRY 401(K) PLAN, Form 5500 (2022)
Creator: BALLER WINELAND PC DBA WHEELOCK AND ASSOCIATES DENTISTRY

Form 5500-SF

FILING_RECEIVED

WHEELOCK AND ASSOCIATES DENTISTRY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 BALLER WINELAND PC DBA WHEELOCK AND ASSOCIATES DENTISTRY.

Plan sponsor

Name

BALLER WINELAND PC DBA WHEELOCK AND ASSOCIATES DENTISTRY

EIN

84-3458289

Address

4100 MORNINGSIDE AVE · SIOUX CITY, IA · 51106

Phone

(712) 274-2038

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

2023-06-20

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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