· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JOHNSON & KOLODGE, LLC — MOUNTAIN VIEW ORAL SURGERY 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250806155240NAL0003383024001
JOHNSON & KOLODGE, LLC
Form 5500-SF
FILING_RECEIVED
MOUNTAIN VIEW ORAL SURGERY 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
17
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JOHNSON & KOLODGE, LLC
.
Find decision makers
Plan sponsor
Name
JOHNSON & KOLODGE, LLC
EIN
93-0816470
Address
1046 NE 3RD STREET · MCMINNVILLE, OR · 97128
Phone
(503) 472-1468
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
ORAL SURGERY ASSOCIATES OF ALASKA
ORAL SURGERY ASSOCIATES OF ALASKA PROFIT SHARING PLAN AND TRUST
$2.3M · 4 participants
NORTH CREEK DENTAL CARE, PC
NORTH CREEK DENTAL CARE, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN
$2.3M · 25 participants
SAM KADAN, D.M.D., P.C.
SAM KADAN, D.M.D. CASH BALANCE PENSION PLAN AND TRUST
$2.3M · 15 participants
KOZLOWSKI DENTAL, INC
KOZLOWSKI DENTAL, INC 401(K)PROFIT SHARING PLAN AND TRUST
$2.3M · 8 participants
CREEKSIDE FAMILY DENTISTRY, LLC
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CREEKSIDE FAMILY DENTISTRY 401(K)PROFIT SHARING PLAN
$2.3M · 15 participants
CEDAR POINT DENTAL CENTER, LTD.
CEDAR POINT DENTAL CENTER, LTD. 401(K) PROFIT SHARING PLAN
$2.3M · 10 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
