Original filing (PDF)20250623093302NAL0006217009001

MARY ANZALONE SMITH DDS LLC

Name: MARY ANZALONE SMITH DDS LLC — MARY ANZALONE SMITH DDS 401(K) PLAN, Form 5500 (2024)
Creator: MARY ANZALONE SMITH DDS LLC

Form 5500-SF

FILING_RECEIVED

MARY ANZALONE SMITH DDS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$151K

Net assets (EOY)

$151K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARY ANZALONE SMITH DDS LLC.

Plan sponsor

Name

MARY ANZALONE SMITH DDS LLC

EIN

84-4296056all filings

Address

950 FRANCIS PLACE · SUITE 206 · CLAYTON, MO · 63105

Phone

(314) 721-1660

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-23

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

Related plans

Similar-size Offices of Dentists plans

BRUCE M WHEELER DMD PA

BRUCE M WHEELER DMD PA 401(K) PROFIT SHARING PLAN & TRUST

$151K · 5 participants

BITE SIZE PEDIATRIC DENTISTRY, LLC

BITE SIZE PEDIATRIC DENTISTRY, LLC 401(K) PLAN

$151K · 7 participants

KYLE R. DANIELSON DDS, PLLC

KYLE R. DANIELSON DDS, PLLC 401(K) PLAN

$151K · 5 participants

AMAZING SMILES DENTAL, LLC

AMAZING SMILES DENTAL, LLC CASH BALANCE PLAN

$151K · 10 participants

SCOTT PETERSON, DMD, MS, PLLC

SCOTT PETERSON, DMD MS 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.