Original filing (PDF)20251013111818NAL0000528419001

CHAD L. BEERS, D.D.S., P.L.C

Name: CHAD L. BEERS, D.D.S., P.L.C — CHAD L. BEERS, D.D.S., P.L.C 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CHAD L. BEERS, D.D.S., P.L.C

Form 5500-SF

FILING_RECEIVED

CHAD L. BEERS, D.D.S., P.L.C 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHAD L. BEERS, D.D.S., P.L.C.

Plan sponsor

Name

CHAD L. BEERS, D.D.S., P.L.C

EIN

30-0549201

Address

4041 LONE PINE DR · TRAVERSE CITY, MI · 49684

Phone

(231) 941-0200

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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2A · Age/service weighted or new comparability

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

DANIEL MCKINNEY, D.D.S.

MCKINNEY DENTAL 401(K) PROFIT SHARING PLAN

$2.5M · 7 participants

PATTERSON FAMILY DENTISTRY, P.C.

PATTERSON FAMILY DENTISTRY, PC 401K PLAN

$2.5M · 23 participants

JACOB S. HEYDEMANN, M.D., P.A.

JACOB S. HEYDEMANN, M.D., P.A. 401(K) PROFIT SHARING PLAN

$2.5M · 8 participants

WANTAGH ORTHODONTICS, PLLC

WANTAGH ORTHODONTICS, PLLC PROFIT SHARING PLAN

$2.5M · 9 participants

JACOB D. SORENSEN, PLC

JACOB D. SORENSEN, PLC 401(K) PROFIT SHARING PLAN