Original filing (PDF)20251014110331NAL0003715168001

COMBS AND WILSON DENISTRY

Name: COMBS AND WILSON DENISTRY — DENTAL WELLNESS OF LEXINGTON 401(K) PLAN, Form 5500 (2024)
Creator: COMBS AND WILSON DENISTRY

Form 5500-SF

FILING_RECEIVED

DENTAL WELLNESS OF LEXINGTON 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 COMBS AND WILSON DENISTRY.

Plan sponsor

Name

COMBS AND WILSON DENISTRY

EIN

26-1187564

Address

527 WELLINGTON WAY · SUITE 120 · LEXINGTON, KY · 40503

Phone

(859) 243-0302

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

3B · Covers self-employed individuals

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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