Original filing (PDF)20250617100258NAL0003505746001

MICHAEL P. WALLACE, D.M.D., PC

Name: MICHAEL P. WALLACE, D.M.D., PC — MICHAEL P. WALLACE DMD PC 401(K) PLAN, Form 5500 (2024)
Creator: MICHAEL P. WALLACE, D.M.D., PC

Form 5500-SF

FILING_RECEIVED

MICHAEL P. WALLACE DMD PC 401(K) PLAN

401(k) retirement plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

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 MICHAEL P. WALLACE, D.M.D., PC.

Plan sponsor

Name

MICHAEL P. WALLACE, D.M.D., PC

EIN

26-3920034

Address

9225 MANCHESTER ROAD SUITE 101 · SAINT LOUIS, MO · 63144

Phone

(314) 968-0003

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

2025-06-17

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

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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