Original filing (PDF)20250611094455NAL0012159763001

JAMES R. ZETTLER DMD INC.

Name: JAMES R. ZETTLER DMD INC. — JAMES R. ZETTLER DMD INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JAMES R. ZETTLER DMD INC.

Form 5500-SF

FILING_RECEIVED

JAMES R. ZETTLER DMD INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 JAMES R. ZETTLER DMD INC..

Plan sponsor

Name

JAMES R. ZETTLER DMD INC.

EIN

31-0936816

Address

417 PARK AVE · HAMILTON, OH · 45013

Phone

(513) 863-1984

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2R · Participant-directed brokerage (SDBA)

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

2G · Total participant-directed accounts

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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