Original filing (PDF)20250825100413NAL0015319874001

DR. DONALD BOUDREAUX JR., APMC

Name: DR. DONALD BOUDREAUX JR., APMC — SOUTHERN ORAL & FACIAL SURGERY 401(K) PLAN, Form 5500 (2024)
Creator: DR. DONALD BOUDREAUX JR., APMC

Form 5500-SF

FILING_RECEIVED

SOUTHERN ORAL & FACIAL SURGERY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DR. DONALD BOUDREAUX JR., APMC.

Plan sponsor

Name

DR. DONALD BOUDREAUX JR., APMC

EIN

20-4739494

Address

606 RUE DE BRILLE · NEW IBERIA, LA · 70563

Phone

(337) 560-0131

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

2025-08-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

2K · 401(m) arrangement

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

BAROTZ DENTAL, LLC

THE BAROTZ GROUP 401(K) PROFIT SHARING PLAN

$1.9M · 5 participants

JOSEPH R. HENDRICK, JR., D.D.S., PA

JOSEPH R. HENDRICK, JR., D.D.S., PA 401(K) PROFIT SHARING PLAN

$1.9M · 8 participants

TRENT A. WILKINSON, D.M.D., P.C.

TRENT A. WILKINSON, D.M.D., P.C. 401(K) PROFIT SHARING PLAN

$1.9M · 17 participants

BRAND J. AHN, D.D.S.

BRAND J. AHN, D.D.S. 401(K) PROFIT SHARING PLAN

$1.9M · 7 participants

DUBLIN METRO DENTAL GROUP

DUBLIN METRO DENTAL GROUP RETIREMENT TRUST