How big is William Summerville DDS PLLC's plan?

William Summerville DDS PLLC's plan reported $1.7M in assets and 5 participants for 2024.

Original filing (PDF)20250603102548NAL0018247392001

William Summerville DDS PLLC

Name: William Summerville DDS PLLC — William Summerville, Form 5500 (2024)
Creator: William Summerville DDS PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William Summerville DDS PLLC 401(k) Plan

401(k) retirement plan · William Summerville DDS PLLC's William Summerville DDS PLLC 401(k) Plan held $1.7M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

William Summerville signed William Summerville DDS PLLC's 2024 Form 5500 as plan administrator.

William Summerville — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

William Summerville DDS PLLC's EIN is 20-8063094.

EIN 20-8063094

Plan number 001

Plan year 2024

ACK ID 20250603102548NAL0018247392001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William Summerville DDS PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William Summerville DDS PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM SUMMERVILLE DDS PLLC.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

WILLIAM SUMMERVILLE DDS PLLC

EIN

all filings

Address

475 N WENDOVER ROAD · CHARLOTTE, NC · 28211

Phone

(704) 540-5400

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator