Original filing (PDF)20250731134016NAL0010611282001

KRISTEN DONOHUE, DMD, PC

Name: KRISTEN DONOHUE, DMD, PC — KRISTEN DONOHUE, DMD, PC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: KRISTEN DONOHUE, DMD, PC

Form 5500-SF

FILING_RECEIVED

KRISTEN DONOHUE, DMD, PC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 KRISTEN DONOHUE, DMD, PC.

Plan sponsor

Name

KRISTEN DONOHUE, DMD, PC

EIN

26-2246684

Address

6035 BURKE CENTRE PKWY · BURKE, VA · 22015

Phone

(703) 966-5720

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

2025-07-31

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

AMY J. DOVER, D.D.S., M.S., P.A.

AMY J. DOVER, D.D.S., M.S., P.A. 401K PROFIT SHARING PLAN

$1.2M · 2 participants

ADAM D. SCHWARTZ, DDS PC

ADAM D. SCHWARTZ, DDS PC CASH BALANCE PLAN

$1.2M · 10 participants

LIPENG DENTAL, LLC DBA SOLID ROCK DENTAL

SOLID ROCK DENTAL 401(K) PLAN

$1.2M · 4 participants

NOLL FAMILY DENTISTRY

NOLL FAMILY DENTISTRY 401(K) PLAN

$1.2M · 9 participants

ELECTRONIC METAL FABRICATION, INC.

ELECTRONIC METAL FABRICATION 401(K) PLAN