Back to filter
Original filing (PDF)20230803153915NAL0011937155001
DOUGLAS S. MILNER, DDS, PS
Form 5500-SF
FILING_RECEIVED
FIBONACCI SMILE RETIREMENT PLAN & TRUST
401(k) retirement plan
Active participants
9
Accounts w/ balance
10
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DOUGLAS S. MILNER, DDS, PS.
Plan sponsor
Name
DOUGLAS S. MILNER, DDS, PS
EIN
91-2095851
Address
1 FIFTH STREET, SUITE 100 · WENATCHEE, WA · 98801
Phone
(509) 655-0300
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-08-03
Pension benefit codes
2A · Age/service weighted or new comparability
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
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 providersRelated plans
Similar-size Offices of Dentists plans
CYRUS ANDREW LEE DDS PLLC
CYRUS ANDREW LEE DDS PLLC PROFIT SHARING PLAN
$1.6M · 9 participants
PEDIATRIC DENTISTRY OF MANSFIELD, P.L.L.C.
PEDIATRIC DENTISTRY OF MANSFIELD, PLLC RETIREMENT TRUST
$1.6M · 15 participants
RICHARD O. NOBLET, D.D.S., P.C.
RICHARD O. NOBLET, D.D.S., P.C. 401(K) PROFIT SHARING PLAN
$1.6M · 19 participants
DOWNTOWN FAMILY DENTAL OF BARABO
DOWNTOWN FAMILY DENTAL OF BARABOO, SC PROFIT SHARING PLAN
$1.6M · 9 participants
BACHARA & BRYAN, PLLC
BACHARA & BRYAN 401(K) PLAN
$1.6M · 16 participants
BRYCE F. MCCREARY, DDS, PLLC
BRYCE F. MCCREARY, DDS, PLLC 401(K) PROFIT SHARING PLAN
$1.6M · 3 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants