Original filing (PDF)20250827141413NAL0005022403001

JAMES W. ZIMMERMAN, JR. DDS

Name: JAMES W. ZIMMERMAN, JR. DDS — JAMES W. ZIMMERMAN, JR. DDS PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JAMES W. ZIMMERMAN, JR. DDS

Form 5500-SF

FILING_RECEIVED

JAMES W. ZIMMERMAN, JR. DDS PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JAMES W. ZIMMERMAN, JR. DDS.

Plan sponsor

Name

JAMES W. ZIMMERMAN, JR. DDS

EIN

34-1233352

Address

5636 W. CENTRAL AVE. · TOLEDO, OH · 43615

Phone

(419) 536-1485

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

2025-08-27

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

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

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