· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WILLIAM R. NEWELL, DMD, P.C. — NEWELL ORTHODONTICS 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250609093634NAL0010888371001
WILLIAM R. NEWELL, DMD, P.C.
Form 5500-SF
FILING_RECEIVED
NEWELL ORTHODONTICS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
12
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WILLIAM R. NEWELL, DMD, P.C.
.
Find decision makers
Plan sponsor
Name
WILLIAM R. NEWELL, DMD, P.C.
EIN
20-2922913
Address
1360 CADUCEUS WAY · BUILDING 900-105 · WATKINSVILLE, GA · 30677
Phone
(706) 387-0122
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-06-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
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
ROBERT S. LELAND, DMD, PC
ROBERT S. LELAND, DMD, PC 401(K) RETIREMENT PLAN
$1.8M · 21 participants
CRAIG S. DONN, D.D.S., P.C.
CRAIG S. DONN, D.D.S., P.C. PROFIT SHARING PLAN
$1.8M · 15 participants
CHOICE DENTAL CENTRE OF GREENWOOD, PC
CHOICE DENTAL CENTRE OF GREENWOOD, PC 401(K) PLAN
$1.8M · 9 participants
DAVID W. BUTLER, D.D.S., INC., P.S.
KITSAP ENDODONTIC CARE RETIREMENT PLAN
$1.8M · 2 participants
CENTER CITY ORAL & MAXILLOFACIAL SURGERY
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
CENTER CITY ORAL & MAXILLOFACIAL SURGERY DEFINED BENEFIT PLAN
$1.8M · 3 participants
JUSTIN D. WARD, DMD, MSD, PLLC
RIVER VALLEY ORTHODONTICS CASH BALANCE PLAN
$1.8M · 15 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants
