Original filing (PDF)20250401084648NAL0003941859001

PERIODONTAL HEALTH ASSOCIATES, P.C.

Name: PERIODONTAL HEALTH ASSOCIATES, P.C. — PERIODONTAL HEALTH ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: PERIODONTAL HEALTH ASSOCIATES, P.C.

Form 5500-SF

FILING_RECEIVED

PERIODONTAL HEALTH ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PERIODONTAL HEALTH ASSOCIATES, P.C..

Plan sponsor

Name

PERIODONTAL HEALTH ASSOCIATES, P.C.

EIN

26-4489547

Address

525 LEESVILLE ROAD · LYNCHBURG, VA · 24502

Phone

(434) 237-2928

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator