Original filing (PDF)20250730083635NAL0006165696001

WILLIAM S HARVEY III DDS PLLC

Name: WILLIAM S HARVEY III DDS PLLC — WILLIAM S HARVEY III DDS PLLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: WILLIAM S HARVEY III DDS PLLC

Form 5500-SF

FILING_RECEIVED

WILLIAM S HARVEY III DDS PLLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

101

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

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 WILLIAM S HARVEY III DDS PLLC.

Plan sponsor

Name

WILLIAM S HARVEY III DDS PLLC

EIN

27-0250233

Address

801 PLAZA BLVD · KINSTON, NC · 285012143

Phone

(919) 222-8232

Industry

Other Services (ex. Public Admin)see 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

2025-07-30

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

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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