· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CHRISTOPHER H. KOPPELMAN, D.D.S. & ETHAN B. NELSON, D.D.S., PLLC — CHRISTOPHER H. KOPPELMAN, D.D.S. & ETHAN B. NELSON D.D.S., PLLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250428091930NAL0007948163001
CHRISTOPHER H. KOPPELMAN, D.D.S. & ETHAN B. NELSON, D.D.S., PLLC
Form 5500-SF
FILING_RECEIVED
CHRISTOPHER H. KOPPELMAN, D.D.S. & ETHAN B. NELSON D.D.S., PLLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
19
Accounts w/ balance
22
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CHRISTOPHER H. KOPPELMAN, D.D.S. & ETHAN B. NELSON, D.D.S., PLLC
.
Find decision makers
Plan sponsor
Name
CHRISTOPHER H. KOPPELMAN, D.D.S. & ETHAN B. NELSON, D.D.S., PLLC
EIN
27-0813137
Address
103 MARK DRIVE · EDENTON, NC · 27932
Phone
(252) 482-5131
Industry
Offices of Dentists
· Health Care & Social Assistance
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
2025-04-28
Pension benefit codes
2E · Profit-sharing
2A · Age/service weighted or new comparability
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
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
MARY HA, D.D.S., P.C.
MARY HA, D.D.S., P.C. PROFIT SHARING PLAN
$4.1M · 3 participants
NORTHERN VIRGINIA ORAL , MAXILOFACIAL AND IMPLANT SURGERY, PC
NORTHERN VIRGINIA ORAL, MAXILLOFACIAL AND IMPLANT SURGERY, PC 401(K) PLAN
$4.1M · 32 participants
DIANNE S MORSE FAMILY DENTISTR
DIANNE S MORSE FAMILY DENTISTR 401(K) PROFIT SHARING PLAN & TRUST
$4.1M · 17 participants
GLENN D YOWELL, DDS, PC
GLENN D. YOWELL, DDS, PC 401(K) PLAN
$4.1M · 8 participants
PLANTATION DENTAL ARTS ASSOCIATES, P.A.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
PLANTATION DENTAL ARTS ASSOCIATES, P.A. DEFINED BENEFIT PENSION PLAN
$4.1M · 2 participants
RISING DENTAL PC
RISING DENTAL PC 401(K) PROFIT SHARING PLAN
$4.1M · 66 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
