Original filing (PDF)20250625120718NAL0018826210001

NELSON ORTHODONTICS, PLLC

Name: NELSON ORTHODONTICS, PLLC — NELSON ORTHODONTICS 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: NELSON ORTHODONTICS, PLLC

Form 5500-SF

FILING_RECEIVED

NELSON ORTHODONTICS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

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 NELSON ORTHODONTICS, PLLC.

Plan sponsor

Name

NELSON ORTHODONTICS, PLLC

EIN

91-1882616

Address

7556 - 15TH AVE. NW · SEATTLE, WA · 981175409

Phone

(206) 784-5372

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-25

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)

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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