Original filing (PDF)20230620154928NAL0059660992001

Baller Wineland PC DBA Wheelock and Associates Dentistry

Name: Baller Wineland PC DBA Wheelock and Associates Dentistry — Form 5500 Plan 001 (2022)
Creator: Baller Wineland PC DBA Wheelock and Associates Dentistry
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wheelock and Associates Dentistry 401(k) Plan

401(k) retirement plan · Baller Wineland PC DBA Wheelock and Associates Dentistry's Wheelock and Associates Dentistry 401(k) Plan held $1.1M in plan assets for 14 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Baller Wineland PC DBA Wheelock and Associates Dentistry's EIN is 84-3458289.

EIN 84-3458289

Plan number 001

Plan year 2022

ACK ID 20230620154928NAL0059660992001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Baller Wineland PC DBA Wheelock and Associates Dentistry from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Baller Wineland PC DBA Wheelock and Associates Dentistry's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BALLER WINELAND PC DBA WHEELOCK AND ASSOCIATES DENTISTRY.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score