Original filing (PDF)20250625063241NAL0011109376001

A.J. SHANNON, DMD, PLC

Name: A.J. SHANNON, DMD, PLC — TOOTH TOWN OF VIENNA 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: A.J. SHANNON, DMD, PLC

Form 5500-SF

FILING_RECEIVED

TOOTH TOWN OF VIENNA 401(K) PROFIT SHARING PLAN

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 A.J. SHANNON, DMD, PLC.

Plan sponsor

Name

A.J. SHANNON, DMD, PLC

EIN

26-3359005

Address

301 MAPLE AVENUE · SUITE 200 · WEST VIENNA, VA · 22180

Phone

(703) 319-8370

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

2025-06-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

EXCLUSIVELY ENDODONTICS, P.A.

EXCLUSIVELY ENDODONTICS, P.A. PENSION PLAN

$1.2M · 16 participants

ALL STAR ORTHODONTICS

ALL STAR ORTHODONTICS 401(K) PLAN

$1.2M · 6 participants

WHARTON DENTAL

WHARTON DENTAL PROFIT SHARING PLAN

$1.2M · 1 participants

JUSTIN CHENG DDS

JUSTIN CHENG DDS 401(K) PLAN

$1.2M · 9 participants

DR. JAMIE M. DAY, DDS, MS, PLLC

JAMIE M. DAY, DDS, PLLC 401(K) PROFIT SHARING PLAN

$1.2M · 5 participants