Original filing (PDF)20250706172812NAL0001558067001

GARY M. HOLT DDS P.C.

Name: GARY M. HOLT DDS P.C. — GARY M. HOLT DDS P.C. CASH BALANCE PLAN, Form 5500 (2024)
Creator: GARY M. HOLT DDS P.C.

Form 5500-SF

FILING_RECEIVED

GARY M. HOLT DDS P.C. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$761K

Net assets (EOY)

$761K

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 GARY M. HOLT DDS P.C..

Plan sponsor

Name

GARY M. HOLT DDS P.C.

EIN

20-1643140

Address

7889 S LINCOLN COURT SUITE 102 · LITTLETON, CO · 80122

Phone

(303) 798-0928

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-06

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

GAIL S. COHEN DMD PLLC

GAIL S. COHEN DMD PROFIT SHARING PLAN

$761K · 2 participants

CHARLES G. MARTIN, JR., D.D.S., P.A.

CHARLES G. MARTIN, JR., D.D.S., P.A. 401(K) PLAN

$761K · 9 participants

MD HOLARIYA DDS PLLC

KYLE PARKWAY DENTISTRY 401(K) PLAN

$761K · 32 participants

ANTHONY J. PEPPY, DDS & SAMUEL J. PEPPY JR., DDS

PEPPY DENTAL CASH BALANCE PENSION PLAN

$761K · 14 participants

GERALD S WALCZAK DDS SC

GERALD S WALCZAK DDS SC 401(K) PLAN