Original filing (PDF)20250702155110NAL0013883393001

PAUL R. BARNES, D.D.S., INC.

Name: PAUL R. BARNES, D.D.S., INC. — PAUL R. BARNES, DDS, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: PAUL R. BARNES, D.D.S., INC.

Form 5500-SF

FILING_RECEIVED

PAUL R. BARNES, DDS, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

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 PAUL R. BARNES, D.D.S., INC..

Plan sponsor

Name

PAUL R. BARNES, D.D.S., INC.

EIN

31-1141349

Address

1935 NEWARK-GRANVILLE RD. · GRANVILLE, OH · 430239167

Phone

(740) 587-1935

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

2024-02-01

Tax period

2025-01-31

Filed

2025-07-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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

JOSEPH M. VIECHNICKI, D.D.S., P.C.

JOSEPH M. VIECHNICKI, D.D.S., P.C., 401(K) PLAN

$4.3M · 4 participants

HAWTHORN FAMILY DENTAL, P.C.

HAWTHORN FAMILY DENTAL, P.C. 401(K) PROFIT SHARING PLAN

$4.3M · 12 participants

HARPREET DEOL DDS LLC

HARPREET DEOL DDS, LLC PENSION PLAN

$4.3M · 6 participants

GULF COAST ORAL & MAXILLOFACIAL SURGERY

CHARLES K. SCRUGGS, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN

$4.3M · 7 participants

JAMES M ZEFRAN DDS

JAMES M ZEFRAN DDS 401(K) PLAN