Original filing (PDF)20251020154031NAL0001227696001

UTAH PERIODONTAL SPECIALISTS, INC.

Name: UTAH PERIODONTAL SPECIALISTS, INC. — UTAH PERIODONTAL SPECIALISTS, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: UTAH PERIODONTAL SPECIALISTS, INC.

Form 5500-SF

FILING_RECEIVED

UTAH PERIODONTAL SPECIALISTS, INC. RETIREMENT PLAN

401(k) retirement plan

Signals · 1

Late filing · 35.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UTAH PERIODONTAL SPECIALISTS, INC..

Plan sponsor

Name

UTAH PERIODONTAL SPECIALISTS, INC.

EIN

87-0298348

Address

1955 SOUTH 1300 EAST, SUITE 3 · SALT LAKE CITY, UT · 84105

Phone

(801) 487-5807

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2021-01-01

Tax period

2021-12-31

Filed

2025-10-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

2K · 401(m) arrangement

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

V. MATTHEW HEIM, DDS, MS, PC

V. MATTHEW HEIM, DDS, MS, PC 401K PROFIT SHARING PLAN

$3.0M · 10 participants

WILLIAM L.FARR D.D.S. INC. DBA ROCKY RIVER DENTAL ASSOCIATES

WILLIAM L.FARR D.D.S. INC. DBA ROCKY RIVER DENTAL ASSOCIATES 401K PROFIT SHARING PLAN

$3.0M · 13 participants

TIMOTHY R. BURGISS, D.D.S.

TIMOTHY R. BURGISS, D.D.S. 401 (K) PROFIT SHARING PLAN

$3.0M · 10 participants

JOHN J. KELLER, D.D.S., P.A.

JOHN J. KELLER, D.D.S., P.A. 401(K) PROFIT SHARING PLAN

$3.0M · 5 participants