How big is Julie M Thomas, DDS, LLC's plan?

Julie M Thomas, DDS, LLC's plan reported $932K in assets and 11 participants for 2024.

Original filing (PDF)20250722085049NAL0001064419001

Julie M Thomas, DDS, LLC

Name: Julie M Thomas, DDS, LLC — Julie M Thomas DDS Cash, Form 5500 (2024)
Creator: Julie M Thomas, DDS, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Julie M Thomas DDS Cash Balance Plan

Defined-benefit pension plan · Julie M Thomas, DDS, LLC's Julie M Thomas DDS Cash Balance Plan held $932K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$932K

Net assets (EOY)

$932K

People on this filing

Anthony Warren signed Julie M Thomas, DDS, LLC's 2024 Form 5500 as plan administrator.

Anthony Warren — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Julie M Thomas, DDS, LLC's EIN is 20-0095319.

EIN 20-0095319

Plan number 003

Plan year 2024

ACK ID 20250722085049NAL0001064419001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Julie M Thomas, DDS, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Julie M Thomas, DDS, LLC's plan includes a cash-balance formula.

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.

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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