Original filing (PDF)20240718145331NAL0009981040001

DEREK J. BEVANS, DMD, PC DBA BEVANS DENTISTRY

Name: DEREK J. BEVANS, DMD, PC DBA BEVANS DENTISTRY — BEVANS D.M.D. 401(K) PLAN, Form 5500 (2023)
Creator: DEREK J. BEVANS, DMD, PC DBA BEVANS DENTISTRY

Form 5500-SF

FILING_RECEIVED

BEVANS D.M.D. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 DEREK J. BEVANS, DMD, PC DBA BEVANS DENTISTRY.

Plan sponsor

Name

DEREK J. BEVANS, DMD, PC DBA BEVANS DENTISTRY

EIN

84-4124706

Address

845 FAIRWAY VIEW DRIVE · EUGENE, OR · 97401

Phone

(541) 686-1199

Industry

Offices of Dentists· 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

2024-07-18

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)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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