Original filing (PDF)20250722085049NAL0001064419001

JULIE M THOMAS, DDS, LLC

Name: JULIE M THOMAS, DDS, LLC — JULIE M THOMAS DDS CASH BALANCE PLAN, Form 5500 (2024)
Creator: JULIE M THOMAS, DDS, LLC

Form 5500-SF

FILING_RECEIVED

JULIE M THOMAS DDS CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$932K

Net assets (EOY)

$932K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JULIE M THOMAS, DDS, LLC.

Plan sponsor

Name

JULIE M THOMAS, DDS, LLC

EIN

20-0095319all filings

Address

1437 SOUTH MAIN STREET · NORTH CANTON, OH · 44720

Phone

(330) 244-9081

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-22

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

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

KANWAR DEEP SINGH SACHDEVA, A DENTAL CORPORATION

$932K · 6 participants

MICHAEL H CHOW DDS MMSC PA

MICHAEL H CHOW DDS MMSC PA PROFIT SHARING PLAN

$932K · 3 participants

DESERT ENDODONTICS, LTD.

DESERT ENDODONTICS CASH BALANCE PLAN

$932K · 2 participants

WAPPINGERS DENTAL, PLLC

WAPPINGERS DENTAL, PLLC PROFIT SHARING PLAN

$932K · 3 participants

WORTHINGTON FAMILY DENTAL PLLC

WORTHINGTON FAMILY DENTAL PLLC 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.