Original filing (PDF)20250603081714NAL0007095507001

JONATHAN F. POWELL, DDS

Name: JONATHAN F. POWELL, DDS — JONATHAN POWELL DDS 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JONATHAN F. POWELL, DDS

Form 5500-SF

FILING_RECEIVED

JONATHAN POWELL DDS 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 JONATHAN F. POWELL, DDS.

Plan sponsor

Name

JONATHAN F. POWELL, DDS

EIN

20-1643520

Address

1806 THOMPSON ROAD · RICHMOND, TX · 77469

Phone

(281) 341-6644

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

2025-06-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

SMART DENTAL LLC

TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN

$1.3M · 4 participants

CHARMAINE JOHNSON LEONG DDS PA DBA PREMIER SMILE CENTER

PREMIER SMILE CENTER 401(K) PLAN

$1.3M · 8 participants

TRACY LI CHEUNG, DDS MS, PLLC

TRACY LI CHEUNG, DDS MS, PLLC 401(K) PLAN

$1.3M · 2 participants

JON P. OEFINGER, D.D.S., P.C.

JON P. OEFINGER, D. D. S. , P. C. RETIREMENT PLAN & TRUST

$1.3M · 6 participants

T. ALAN PETERSON, D.D.S.

T. ALAN PETERSON, D.D.S. 401(K) PROFIT SHARING PLAN