Original filing (PDF)20250128093431NAL0014271329001

TRADEMARK SMILES, LLC

Name: TRADEMARK SMILES, LLC — TRADEMARK SMILES, LLC 401(K) PLAN, Form 5500 (2023)
Creator: TRADEMARK SMILES, LLC

Form 5500-SF

FILING_RECEIVED

TRADEMARK SMILES, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 2.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRADEMARK SMILES, LLC.

Plan sponsor

Name

TRADEMARK SMILES, LLC

EIN

87-3396939

Address

337 PASSAGE WAY · OSPREY, FL · 34229

Phone

(941) 451-7005

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

2025-01-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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