How big is William R. Newell, DMD, P.C.'s plan?

William R. Newell, DMD, P.C.'s plan reported $1.8M in assets and 9 participants for 2024.

Original filing (PDF)20250609093634NAL0010888371001

William R. Newell, DMD, P.C.

Name: William R. Newell, DMD, P.C. — Newell Orthodontics, Form 5500 (2024)
Creator: William R. Newell, DMD, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Newell Orthodontics 401(k) Profit Sharing Plan

401(k) retirement plan · William R. Newell, DMD, P.C.'s Newell Orthodontics 401(k) Profit Sharing Plan held $1.8M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Katherine Newell signed William R. Newell, DMD, P.C.'s 2024 Form 5500 as plan administrator.

Katherine Newell — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

William R. Newell, DMD, P.C.'s EIN is 20-2922913.

EIN 20-2922913

Plan number 001

Plan year 2024

ACK ID 20250609093634NAL0010888371001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William R. Newell, DMD, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William R. Newell, DMD, P.C.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM R. NEWELL, DMD, P.C..

Finding similar companies…

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