Original filing (PDF)20250422092151NAL0004062849001

MICHAEL BARRETT JONES DDS INC.

Name: MICHAEL BARRETT JONES DDS INC. — MICHAEL BARRETT JONES DDS 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: MICHAEL BARRETT JONES DDS INC.

Form 5500-SF

FILING_RECEIVED

MICHAEL BARRETT JONES DDS 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

Late filing · 29.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MICHAEL BARRETT JONES DDS INC..

Plan sponsor

Name

MICHAEL BARRETT JONES DDS INC.

EIN

20-4449663

Address

20406 BRIAN WAY STE 2 · TEHACHAPI, CA · 935618781

Phone

(661) 822-6706

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2021-01-01

Tax period

2021-12-31

Filed

2025-04-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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