· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KATHLEEN A. PETIT, D.D.S., LLC — KATHLEEN A. PETIT, D.D.S., LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251015221401NAL0003046163001
KATHLEEN A. PETIT, D.D.S., LLC
Form 5500-SF
FILING_RECEIVED
KATHLEEN A. PETIT, D.D.S., LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
9
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KATHLEEN A. PETIT, D.D.S., LLC
.
Find decision makers
Plan sponsor
Name
KATHLEEN A. PETIT, D.D.S., LLC
EIN
34-1879942
Address
2400 WALES AVE NW, SUITE B · MASSILLON, OH · 44646
Phone
(330) 265-8278
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
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
Related plans
Similar-size Offices of Dentists plans
LORRAINE HANNA, DDS
LORRAINE HANNA, DDS 401(K) PLAN
$3.1M · 6 participants
DICKINSON DENTAL CENTER, P.C.
DICKINSON DENTAL CENTER SAFE HARBOR 401K PROFIT SHARING PLAN
$3.1M · 11 participants
ALLEGHENY ORTHODONTIC ASSOCIATES, LTD.
ALLEGHENY ORTHODONTIC ASSOCIATES, LTD. 401K PLAN
$3.1M · 13 participants
SELANE PRODUCTS, INC. DBA SPACE MAINTAINERS LABORATORY
SPACE MAINTAINERS LABORATORY 401(K) PROFIT SHARING PLAN
$3.1M · 36 participants
CLIFFORD J. MORTON, D.D.S., P.C.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
CLIFFORD J. MORTON, D.D.S., P.C. 401(K) PROFIT SHARING PLAN
$3.1M · 8 participants
CORNERSTONE ORAL & MAXILLOFACIAL SURGERY, LLC
CORNERSTONE ORAL & MAXILLOFACIAL SURGERY, LLC 401(K) PLAN
$3.1M · 4 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants
