Original filing (PDF)20241223161949NAL0014696096001

KENNETH M. SHIRTCLIFF, D.M.D., P.C.

Name: KENNETH M. SHIRTCLIFF, D.M.D., P.C. — KENNETH M. SHIRTCLIFF, D.M.D. , P.C. 401K PROFIT SHARING PLAN, Form 5500 (2023)
Creator: KENNETH M. SHIRTCLIFF, D.M.D., P.C.

Form 5500-SF

FILING_RECEIVED

KENNETH M. SHIRTCLIFF, D.M.D. , P.C. 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

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 KENNETH M. SHIRTCLIFF, D.M.D., P.C..

Plan sponsor

Name

KENNETH M. SHIRTCLIFF, D.M.D., P.C.

EIN

93-1272388

Address

906 NE GREENWOOD AVE STE 1 · BEND, OR · 977014892

Phone

(541) 382-4848

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

2023-10-01

Tax period

2024-09-30

Filed

2024-12-23

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

Related plans

Similar-size Offices of Dentists plans

GERALD F. RAAB, D.D.S., P.A.

GERALD F. RAAB, D.D.S., P.A. 401(K) PLAN

$5.6M · 6 participants

PERIODONTICS INCORPORATED

PERIODONTICS INCORPORATED 401(K) PLAN

$5.6M · 9 participants

MONICA H. CIPES, D.M.D., P.C.

MONICA H. CIPES, D.M.D., P.C. PROFIT SHARING PLAN

$5.6M · 14 participants

JOSEPH W. BRONZINI D.D.S., A P.C.

JOSEPH W. BRONZINI D.D.S., A P.C. 401(K) PROFIT SHARING PLAN

$5.6M · 18 participants

GRABOW ENDODONTICS, P.C.

GRABOW ENDODONTICS, P.C. DEFINED BENEFIT PLAN