Original filing (PDF)20250926073228NAL0009867552001

SUSAN M. WELCH, DDS, PA

Name: SUSAN M. WELCH, DDS, PA — SUSAN M. WELCH, DDS, PA 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SUSAN M. WELCH, DDS, PA

Form 5500-SF

FILING_RECEIVED

SUSAN M. WELCH, DDS, PA 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$96K

Net assets (EOY)

$96K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

SUSAN M. WELCH, DDS, PA

EIN

20-0979365

Address

106 WRIGHT PARKWAY SW · FORT WALTON BEACH, FL · 32548

Phone

(850) 243-1534

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-09-26

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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 CPA Offices plans

DRAPER & GLEAVE LLC

DRAPER & ASSOCIATES PROFIT SHARING PLAN

$96K · 3 participants

M J CHAU & ASSOCIATES, PLLC

M J CHAU & ASSOCIATES, PLLC 401(K) PLAN

$96K · 6 participants

BLOOM & BLOOM LIMITED LIABILITY PARTNERSHIP

BLOOM & BLOOM LLP PROFIT SHARING PLAN

$96K · 4 participants

TRINITY ACCOUNTING SERVICES LLC

TRINITY ACCOUNTING 401K PLAN

$96K · 5 participants

PREUSS AND ASSOCIATES INC.

PREUSS AND ASSOCIATES INC. 401(K) PLAN

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