· 2022–2024 · DOL EFAST2

BRUCE M WHEELER DMD PA — BRUCE M WHEELER DMD PA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250124123835NAL0007633953001

BRUCE M WHEELER DMD PA

Form 5500-SF

FILING_RECEIVED

BRUCE M WHEELER DMD PA 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

Late filing · 26.3 mo

Active participants

5

Accounts w/ balance

3

Plan assets (EOY)

$151K

Net assets (EOY)

$151K

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

75

Total plan cost

n/a

Plan health

59

Vendor & structure

100

Knocking points off

Filed 26.3 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd 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 BRUCE M WHEELER DMD PA.

Plan sponsor

Name

BRUCE M WHEELER DMD PA

EIN

26-4616608all filings

Address

3288 ROBINHOOD RD STE 201 · WINSTON SALEM, NC · 271065464

Phone

(336) 659-7700

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

2021-01-01

Tax period

2021-12-31

Filed

2025-01-24

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)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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