· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WILLIAM G ALLEN PLLC — DISCOVERY SMILES DENTISTRY RETIREMENT PLAN AND TRU, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251003190200NAL0001675937001
WILLIAM G ALLEN PLLC
Form 5500-SF
FILING_RECEIVED
DISCOVERY SMILES DENTISTRY RETIREMENT PLAN AND TRU
401(k) retirement plan
Active participants
8
Accounts w/ balance
9
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
WILLIAM G ALLEN PLLC
.
Find decision makers
Plan sponsor
Name
WILLIAM G ALLEN PLLC
EIN
27-2846777
Address
150 S HOUGHTON RD STE 100 · TUCSON, AZ · 85748
Phone
(520) 721-2000
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
2025-10-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
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.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
PETER ICKOWICZ, D.D.S.
PETER ICKOWICZ, D.D.S., 401(K) PROFIT SHARING PLAN
$1.2M · 3 participants
MAGIS DENTAL, PLLC
MAGIS DENTAL, PLLC CASH BALANCE PENSION PLAN
$1.2M · 4 participants
PATRICK MURPHY
PATRICK MURPHY 401(K) PROFIT SHARING PLAN & TRUST
$1.2M · 13 participants
JUAN J. GALVAN D.D.S., INC.
JUAN J. GALVAN, DDS, INC. 401(K) PLAN
$1.2M · 4 participants
SHELLY ORTHODONTICS, PC
SHELLY ORTHODONTICS, PC CASH BALANCE 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.
$1.2M · 7 participants
PAI ORTHODONTICS PLLC D/B/A/ PUTNAM ORTHODONTICS
PAI ORTHODONTICS PLLC PROFIT SHARING PLAN
$1.2M · 9 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants
