Original filing (PDF)20250730163021NAL0005017681026

WARD FAMILY DENTISTRY PSC

Name: WARD FAMILY DENTISTRY PSC — WARD FAMILY DENTISTRY PSC 401(K) PLAN, Form 5500 (2024)
Creator: WARD FAMILY DENTISTRY PSC

Form 5500-SF

FILING_RECEIVED

WARD FAMILY DENTISTRY PSC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$388K

Net assets (EOY)

$388K

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

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 WARD FAMILY DENTISTRY PSC.

Plan sponsor

Name

WARD FAMILY DENTISTRY PSC

DBA

TERRY A. WARD

EIN

27-3071858all filings

Address

2816 VEACH ROAD, SUITE 201 · OWENSBORO, KY · 42303

Phone

(270) 683-1336

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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