Original filing (PDF)20251005115519NAL0004966832001

CAROL MORGAN, DDS, VB PLLC

Name: CAROL MORGAN, DDS, VB PLLC — CAROL MORGAN DDS, VB 401(K) PLAN PLAN, Form 5500 (2024)
Creator: CAROL MORGAN, DDS, VB PLLC

Form 5500-SF

FILING_RECEIVED

CAROL MORGAN DDS, VB 401(K) PLAN PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 CAROL MORGAN, DDS, VB PLLC.

Plan sponsor

Name

CAROL MORGAN, DDS, VB PLLC

EIN

20-8600710

Address

984 FIRST COLONIAL SUITE 101 · VIRGINIA BEACH, VA · 23454

Phone

(757) 412-1400

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

2025-10-05

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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