Original filing (PDF)20251001142512NAL0005973651001

SHANE M. WELLINGTON DMD, LLC

Name: SHANE M. WELLINGTON DMD, LLC — RIVER VALLEY DENTAL PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SHANE M. WELLINGTON DMD, LLC

Form 5500-SF

FILING_RECEIVED

RIVER VALLEY DENTAL PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$685K

Net assets (EOY)

$685K

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 SHANE M. WELLINGTON DMD, LLC.

Plan sponsor

Name

SHANE M. WELLINGTON DMD, LLC

EIN

20-1099256all filings

Address

1609 PENNSYLVANIA AVENUE · EAST LIVERPOOL, OH · 43920

Phone

(330) 385-1352

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

2025-10-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

ORTHODONTICS - PATRICK P. CHEN, DDS, PA

ORTHODONTICS - PATRICK P. CHEN, DDS, PA 401(K) PLAN

$685K · 5 participants

MICHAEL D CARLEY DDS INC

MICHAEL D CARLEY DDS INC 401(K) PROFIT SHARING PLAN & TRUST

$685K · 5 participants

MARCO SAVITTIERI, DDS, INC

MARCO SAVITTIERI, DDS, INC 401(K) PLAN & TRUST

$685K · 3 participants

PAUL FAIRBANKS, DDS, LLC

PRINEVILLE DENTAL 401(K) PLAN

$685K · 8 participants

LIVINGSTON PEDIATRIC DENTAL ASSOCIATES LLC

LIVINGSTON PEDIATRIC DENTAL ASSOCIATES 401(K) PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.