Original filing (PDF)20240604145409NAL0040456722001

JR ALMOND & BM ALMOND, PLLC

Name: JR ALMOND & BM ALMOND, PLLC — ALMOND ORTHODONTICS RETIREMENT PLAN, Form 5500 (2023)
Creator: JR ALMOND & BM ALMOND, PLLC

Form 5500-SF

FILING_RECEIVED

ALMOND ORTHODONTICS RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$826K

Net assets (EOY)

$826K

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 (21st 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 JR ALMOND & BM ALMOND, PLLC.

Plan sponsor

Name

JR ALMOND & BM ALMOND, PLLC

EIN

86-3989509all filings

Address

8305 W. QUINAULT AVE. · KENNEWICK, WA · 99336

Phone

(509) 628-0110

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-04

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

DAVID T. SUEZAKI, D.M.D., INC.

DAVID T. SUEZAKI, D.M.D., INC. 401(K) PROFIT SHARING PLAN

$826K · 7 participants

YALE SCHNADER, DDS, P.C.

YALE SCHNADER, DDS, P.C. DEFINED BENEFIT PENSION PLAN

$827K · 1 participants

BRYAN M. BERGENS, DDS, PA

BRYAN M. BERGENS, DDS, PA CASH BALANCE PENSION PLAN

$827K · 8 participants

SACKHEIM DENTAL, P.L.L.C.

SACKHEIM DENTAL 401(K) PLAN

$826K · 4 participants

PLANTATION DENTAL ASSOCIATES, PL

PLANTATION DENTAL ASSOCIATES, PL 401K PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.