Original filing (PDF)20251007074444NAL0010924514001

JASON T. HERRING, D.D.S, M.S., P.L.L.C.

Name: JASON T. HERRING, D.D.S, M.S., P.L.L.C. — JASON HERRING ORTHODONTICS 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JASON T. HERRING, D.D.S, M.S., P.L.L.C.

Form 5500-SF

FILING_RECEIVED

JASON HERRING ORTHODONTICS 401(K) PROFIT SHARING 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 JASON T. HERRING, D.D.S, M.S., P.L.L.C..

Plan sponsor

Name

JASON T. HERRING, D.D.S, M.S., P.L.L.C.

EIN

26-3919094

Address

322 10TH AVENUE DRIVE NE · HICKORY, NC · 28601

Phone

(828) 324-4535

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

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

ROBERT M SVARNEY, JR., DDS, INC

ROBERT M SVARNEY, JR. , DDS, INC DEFINED BENEFIT PENSION PLAN

$1.9M · 3 participants

KRISTIN L. NEWSOM, D.D.S., M.S., INC.

PURE PEDIATRIC DENTISTRY 401(K) PROFIT SHARING PLAN

$1.9M · 7 participants

KELLERMAN DENTAL GROUP, P.C.

KELLERMAN DENTAL GROUP RETIREMENT PLAN & TRUST

$1.9M · 16 participants

DAVID KURZINSKY

DAVID KURZINSKY RETIREMENT PLAN

$1.9M · 1 participants

NGA THI LUU, D.D.S

NGA THI LUU, D.D.S RETIREMENT PLAN