Original filing (PDF)20250604185626NAL0011467441001

COOLE FAMILY DENTISTRY , LLC

Name: COOLE FAMILY DENTISTRY , LLC — COOLE FAMILY DENTISTRY, LLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: COOLE FAMILY DENTISTRY , LLC

Form 5500-SF

FILING_RECEIVED

COOLE FAMILY DENTISTRY, LLC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

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 COOLE FAMILY DENTISTRY , LLC.

Plan sponsor

Name

COOLE FAMILY DENTISTRY , LLC

EIN

86-2168261

Address

450 DETWEILLER RD · MANSFIELD, PA · 169338425

Phone

(570) 662-2886

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

2025-06-04

Pension benefit codes

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

3B · Covers self-employed individuals

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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