· 2022–2024 · DOL EFAST2

James W. Sikes Jr., DMD, MD, LLC — James W. Sikes, Form 5500 (2023)

Original filing (PDF)20240205160402NAL0032952897001

James W. Sikes Jr., DMD, MD, LLC

Form 5500-SF

FILING_RECEIVED

James W. Sikes Jr., DMD, MD, LLC 401(k) Plan

401(k) retirement plan · James W. Sikes Jr., DMD, MD, LLC's James W. Sikes Jr., DMD, MD, LLC 401(k) Plan held $3.6M in plan assets for 10 participants in 2023.

Active participants

10

Accounts w/ balance

11

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan health score

Top-tier plan health

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

75

Vendor & structure

100

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 JAMES W. SIKES JR., DMD, MD, LLC.

Plan sponsor

Name

JAMES W. SIKES JR., DMD, MD, LLC

EIN

27-1826343all filings

Address

6912 FERN LOOP, SUITE A · SHREVEPORT, LA · 71106

Phone

(318) 585-7667

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-02-05

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2A · Age/service weighted or new comparability

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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