Original filing (PDF)20250227144311NAL0003928080001

JASON F HALL

Name: JASON F HALL — HALL ORTHODONTICS 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JASON F HALL

Form 5500-SF

FILING_RECEIVED

HALL ORTHODONTICS 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 F HALL.

Plan sponsor

Name

JASON F HALL

EIN

26-4339535

Address

315 KENT STREET · IRON MOUNTAIN, MI · 49801

Phone

(906) 828-1488

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

2025-02-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

MARK J. KIZIOR, D.M.D., M.S.

DR. MARK J. KIZIOR PROFIT SHARING PLAN

$1.3M · 4 participants

LIFETIME FAMILY DENTISTRY

LIFETIME FAMILY DENTISTRY 401K PLAN

$1.3M · 13 participants

AMY A. GIMLEN, D.D.S. M.S., INC.

AMY A. GIMLEN, D.D.S. M.S., INC. DEFINED BENEFIT PENSION PLAN

$1.3M · 6 participants

ERIK V. ELLINGSWORTH, DDS, LLC

DR. ERIK ELLINGSWORTH 401(K) PLAN

$1.3M · 13 participants

ACT DENTAL

ACT DENTAL 401(K) PROFIT SHARING PLAN