Original filing (PDF)20250714143247NAL0001185953001

Orthodontics by Thompson, PC DBA Summit Orthodontics

Name: Orthodontics by Thompson, PC DBA Summit Orthodontics — Form 5500 Plan 001 (2024)
Creator: Orthodontics by Thompson, PC DBA Summit Orthodontics
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Orthodontics, P.C. Profit Sharing Plan

401(k) retirement plan · Orthodontics by Thompson, PC DBA Summit Orthodontics' Summit Orthodontics, P.C. Profit Sharing Plan held $1.3M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Orthodontics by Thompson, PC DBA Summit Orthodontics' EIN is 85-3347922.

EIN 85-3347922

Plan number 001

Plan year 2024

ACK ID 20250714143247NAL0001185953001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Orthodontics by Thompson, PC DBA Summit Orthodontics from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Orthodontics by Thompson, PC DBA Summit Orthodontics' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORTHODONTICS BY THOMPSON, PC DBA SUMMIT ORTHODONTICS.

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