Original filing (PDF)20250421134006NAL0001558339001

C. HEATHER COLSON DMD, PC

Name: C. HEATHER COLSON DMD, PC — C HEATHER COLSON DMD PC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: C. HEATHER COLSON DMD, PC

Form 5500-SF

FILING_RECEIVED

C HEATHER COLSON DMD PC 401K PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$649K

Net assets (EOY)

$649K

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.
High average account balance (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for C. HEATHER COLSON DMD, PC.

Plan sponsor

Name

C. HEATHER COLSON DMD, PC

EIN

20-2357444

Address

P.O. BOX 3816 · VALDOSTA, GA · 31604

Phone

(229) 242-2449

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

2025-04-21

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

KENNEDY DENTAL LLC

KENNEDY DENTAL LLC 401(K) PROFIT SHARING PLAN & TRUST

$649K · 17 participants

JS DENTAL CARE LLC

JS DENTAL CARE LLC 401(K) PLAN

$649K · 17 participants

MORNINGSIDE PEDIATRIC DENTISTRY

MORNINGSIDE PEDIATRIC DENTISTRY CASH BALANCE PENSION PLAN

$648K · 6 participants

JEFFREY L. WINNICKI, PC

JEFFREY L. WINNICKI, PC SAFE HARBOR 401(K) PLAN

$648K · 5 participants

ELAINE LANFAN LU DDS DENTAL CORP.

ELAINE LANFAN LU DDS DENTAL CORP. RETIREMENT PLAN