Original filing (PDF)20250624154339NAL0017678242001

ADAMS & WHITT PERIODONTICS, PSC

Name: ADAMS & WHITT PERIODONTICS, PSC — ADAMS & WHITT PERIODONTICS, PSC 401K PS PLAN, Form 5500 (2024)
Creator: ADAMS & WHITT PERIODONTICS, PSC

Form 5500-SF

FILING_RECEIVED

ADAMS & WHITT PERIODONTICS, PSC 401K PS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$904K

Net assets (EOY)

$904K

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 ADAMS & WHITT PERIODONTICS, PSC.

Plan sponsor

Name

ADAMS & WHITT PERIODONTICS, PSC

EIN

20-4317275

Address

2880 FARRELL CRESCENT · OWENSBORO, KY · 42303

Phone

(270) 684-2212

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

2025-06-24

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

JINCHUL KIM DENTAL CORP.

JINCHUL KIM DENTAL CORP. DEFINED BENEFIT PLAN

$904K · 10 participants

SOPHIE MATRACIA DMD, LLC DBA DUBLIN KIDS DENTAL

DUBLIN KIDS DENTAL 401(K) PROFIT SHARING PLAN

$904K · 7 participants

LLOYD F. MOSS, JR., D.D.S., P.C.

MOSS DDS RETIREMENT PLAN & TRUST

$904K · 10 participants

MIDWEST ORAL AND MAXILLOFACIAL SURGERY, P.C.

MIDWEST ORAL AND MAXILLOFACIAL SURGERY, P.C. PROFIT SHARING PLAN

$904K · 15 participants

MONADNOCK DENTAL ARTS OF KEENE