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BRUCE W. OVERTON, DDS, PC — BRUCE W. OVERTON, DDS, PC EMPLOYEES' RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250328100243NAL0001567264001
BRUCE W. OVERTON, DDS, PC
Form 5500-SF
FILING_RECEIVED
BRUCE W. OVERTON, DDS, PC EMPLOYEES' RETIREMENT PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
10
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BRUCE W. OVERTON, DDS, PC
.
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Plan sponsor
Name
BRUCE W. OVERTON, DDS, PC
EIN
20-5061358
Address
6037 HARBOUR PARK DRIVE · MIDLOTHIAN, VA · 23112
Phone
(804) 744-3636
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Name
BRUCE W. OVERTON, DDS, PC
EIN
20-5061358
City
MIDLOTHIAN, VA
Phone
(804) 744-3636
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-28
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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