· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CASAS ADOBES ORAL & MAXILLOFACIAL SURGERY, PC — CASAS ADOBES ORAL & MAXILLOFACIAL SURGERY, PC 401(K) PROFIT SHARING PLAN, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20230516145545NAL0001234704001
CASAS ADOBES ORAL & MAXILLOFACIAL SURGERY, PC
Form 5500-SF
FILING_RECEIVED
CASAS ADOBES ORAL & MAXILLOFACIAL SURGERY, PC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
27
Accounts w/ balance
50
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CASAS ADOBES ORAL & MAXILLOFACIAL SURGERY, PC
.
Find decision makers
Plan sponsor
Name
CASAS ADOBES ORAL & MAXILLOFACIAL SURGERY, PC
EIN
86-0455853
Address
6471 N. LA CHOLLA BLVD · TUCSON, AZ · 857413141
Phone
(520) 742-6136
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2023-05-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
PEORIA DENTAL CARE, LLC
PEORIA DENTAL CARE 401(K) PLAN
$6.4M · 19 participants
CHILDREN'S DENTAL CENTER OF WEST TENNESSEE, PLLC
CHILDREN'S DENTAL CENTER OF WEST TENNESSEE, PLLC 401(K) PLAN
$6.4M · 73 participants
CRAIG WILSON, DDS, LLC
CRAIG WILSON, DDS, LLC PROFIT SHARING PLAN
$6.4M · 2 participants
GAR CHAN DDS INC.
GAR CHAN DDS 401(K) PROFIT SHARING PLAN
$6.4M · 5 participants
SHOFU DENTAL CORPORATION
SHOFU DENTAL CORPORATION 401K PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$6.4M · 51 participants
O'BRIEN DENTAL CARE, LTD
O'BRIEN DENTAL CARE, LTD. 401(K) PROFIT SHARING PLAN
$6.4M · 23 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants
