· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JOSEPH S PETREY PLLC DBA PETREY AND NEWCOMB ORTHODONTICS — PETREY ORTHODONTICS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250814084257NAL0008944531001
JOSEPH S PETREY PLLC DBA PETREY AND NEWCOMB ORTHODONTICS
Form 5500-SF
FILING_RECEIVED
PETREY ORTHODONTICS 401(K) PLAN
401(k) retirement plan
Active participants
25
Accounts w/ balance
33
Plan assets (EOY)
$5.0M
Net assets (EOY)
$5.0M
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
JOSEPH S PETREY PLLC DBA PETREY AND NEWCOMB ORTHODONTICS
.
Find decision makers
Plan sponsor
Name
JOSEPH S PETREY PLLC DBA PETREY AND NEWCOMB ORTHODONTICS
EIN
26-3246925
Address
224 LANGDON STREET · SOMERSET, KY · 42501
Phone
(606) 528-8302
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-08-14
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
Related plans
Similar-size Offices of Dentists plans
RIVERTON DENTAL ARTS, P.C.
RIVERTON DENTAL ARTS PC PROFIT SHARING PLAN
$5.0M · 10 participants
THE MARKET PLACE DENTAL HEALTH CENTER, P.C.
THE MARKET PLACE DENTAL HEALTH CENTER, P.C. 401(K) PROFIT SHARING PLAN
$5.0M · 2 participants
ROBERT D. AGNOLETTI, D.D.S., INC.
ROBERT D. AGNOLETTI, D.D.S., INC. 401(K) PROFIT SHARING PLAN
$4.9M · 5 participants
KJK ORTHODONTICS, P.C.
KJK ORTHODONTICS, P.C. 401(K) PROFIT SHARING PLAN
$5.0M · 10 participants
ORTHODONTIC ASSOCIATES, P.A.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ORTHODONTIC ASSOCIATES, P.A. PROFIT SHARING PLAN
$5.0M · 16 participants
JAMES M. VLASSIS, D.D.S., M.S., P.C
JAMES M. VLASSIS, D.D.S., M.S., P. C. 401(K) PROFIT SHARING PLAN
$4.9M · 14 participants
Large plans in Kentucky
COMMONSPIRIT HEALTH
COMMONSPIRIT HEALTH 401(K) RETIREMENT SAVINGS PLAN
$8.8B · 91,977 participants
HUMANA INC.
HUMANA RETIREMENT SAVINGS PLAN
$7.7B · 42,968 participants
COMMONSPIRIT HEALTH
COMMONSPIRIT HEALTH ERISA 403(B) PLAN
$2.9B · 28,491 participants
UNITED PARCEL SERVICE COMPANY
UPS/IPA DEFINED CONTRIBUTION MONEY PURCHASE PENSION PLAN
$2.5B · 1,993 participants
HOUCHENS INDUSTRIES, INC.
HOUCHENS INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$2.3B · 7,785 participants
NORTON HEALTHCARE, INC.
NORTON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN
$2.3B · 22,952 participants
