Original filing (PDF)20230725143006NAL0018792370001

KEVEN COOK DDS, PC PROFIT SHARING

Name: KEVEN COOK DDS, PC PROFIT SHARING — KEVEN T. COOK, D.D.S., PC PROFIT SHARING PLAN, Form 5500 (2022)
Creator: KEVEN COOK DDS, PC PROFIT SHARING

Form 5500-SF

FILING_RECEIVED

KEVEN T. COOK, D.D.S., PC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 KEVEN COOK DDS, PC PROFIT SHARING.

Plan sponsor

Name

KEVEN COOK DDS, PC PROFIT SHARING

EIN

86-0577068

Address

1456 NORTH HARRIS DRIVE · MESA, AZ · 852033829

Phone

(480) 329-6951

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2023-07-25

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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