· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ADVANCED DENTISTRY OF SUMMIT — ADVANCED DENTISTRY OF SUMMIT 401K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250908145127NAL0019415537001
ADVANCED DENTISTRY OF SUMMIT
Form 5500-SF
FILING_RECEIVED
ADVANCED DENTISTRY OF SUMMIT 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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
ADVANCED DENTISTRY OF SUMMIT
.
Find decision makers
Plan sponsor
Name
ADVANCED DENTISTRY OF SUMMIT
EIN
27-1224683
Address
33 MAIN STREET · SUITE A · CHATHAM, NC · 07928
Phone
(973) 635-0626
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
2025-09-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
ENDODONTICS LIMITED, INC.
ENDODONTICS LIMITED, INC. CASH BALANCE PLAN
$1.2M · 10 participants
MICHAEL D. GENTILE, D.D.S., PC
MICHAEL D. GENTILE, D.D.S., PC INCENTIVE SAVINGS PLAN
$1.2M · 3 participants
D&G DENTAL LLC
D & G DENTAL, LLC 401(K) PROFIT SHARING PLAN
$1.2M · 8 participants
TODD R. HALONEN DDS PLC
HALONEN FAMILY DENTISTRY 401(K) PLAN
$1.2M · 15 participants
CAPEZIO PEDIATRIC DENTISTRY PLLC
CAPEZIO PEDIATRIC DENTISTRY PLLC, 401(K) PLAN
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.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.2M · 9 participants
GEORGE W. CHILDRESS, DMD, P.C.
GEORGE W. CHILDRESS, DMD, P.C. 401(K) PROFIT SHARING PLAN
$1.2M · 13 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
