Original filing (PDF)20251009223748NAL0016607154001

JACK D STEELE

Name: JACK D STEELE — JD STEELE FAMILY DENTISTRY 401(K) PLAN, Form 5500 (2024)
Creator: JACK D STEELE

Form 5500-SF

FILING_RECEIVED

JD STEELE FAMILY DENTISTRY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 JACK D STEELE.

Plan sponsor

Name

JACK D STEELE

EIN

20-0158115

Address

501 E POPLAR STREET · MCCONNELLSBURG, PA · 17233

Phone

(717) 349-2600

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

TODD R SKABELUND DDS INC

TODD R SKABELUND DDS INC PROFIT SHARING 401K PLAN

$1.6M · 11 participants

JOSEPH S. KIM, D.M.D, INC.

JOSEPH S. KIM, D.M.D., INC. 401(K) PROFIT SHARING PLAN

$1.6M · 10 participants

MARC A. SCHWARTZ, DDS, A PROFESSIONAL CORPORATION

MARC A. SCHWARTZ, DDS, A PROFESSIONAL CORPORATION, PROFIT SHARING/401(K) PLAN

$1.6M · 6 participants

OKEIFF ORTHODONTICS, LLC

O'KEIFF ORTHODONTICS, LLC 401K PLAN

$1.6M · 4 participants

RESMER ORTHODONTICS, LLC