Original filing (PDF)20250723091304NAL0004158944001

J. TRAVIS SPILLMAN, D.D.S., P.A.

Name: J. TRAVIS SPILLMAN, D.D.S., P.A. — DR. SPILLMAN RETIREMENT PLAN & TRUST, Form 5500 (2024)
Creator: J. TRAVIS SPILLMAN, D.D.S., P.A.

Form 5500-SF

FILING_RECEIVED

DR. SPILLMAN RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$339K

Net assets (EOY)

$339K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J. TRAVIS SPILLMAN, D.D.S., P.A..

Plan sponsor

Name

J. TRAVIS SPILLMAN, D.D.S., P.A.

EIN

20-3611378all filings

Address

6316 GASTON AVENUE · DALLAS, TX · 75214

Phone

(214) 389-5253

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

2025-07-23

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)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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COZY DENTAL

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