· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JOSEPH P. SEXTON, DDS, INC. — JOSEPH P. SEXTON, DDS, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250321181320NAL0017209138001
JOSEPH P. SEXTON, DDS, INC.
Form 5500-SF
FILING_RECEIVED
JOSEPH P. SEXTON, DDS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
10
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
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
JOSEPH P. SEXTON, DDS, INC.
.
Find decision makers
Plan sponsor
Name
JOSEPH P. SEXTON, DDS, INC.
EIN
34-1971271
Address
3448 NAVARRE, SUITE 1 · OREGON, OH · 43616
Phone
(419) 693-6872
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
2025-03-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
MARY JO SANDBERG DDS
MARY JO SANDBERG DDS PROFIT SHARING PLAN
$1.7M · 2 participants
AARON D. HASKETT, D.D.S., P.C.
AARON D. HASKETT, DDS, PC 401(K) PROFIT SHARING PLAN
$1.7M · 13 participants
MEMORIAL DRIVE DENTAL ASSOCIATES, P.C.
MEMORIAL DRIVE DENTAL ASSOCIATES, P.C. 401K PLAN AND TRUST
$1.7M · 7 participants
ANTHONY J. SCOMA, D.D.S., INC.
ANTHONY J. SCOMA, D.D.S., INC. DEFINED BENEFIT PENSION PLAN & TRUST
$1.7M · 12 participants
KEVIN J. SNAER, D.D.S., INC.
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
KEVIN J. SNAER, D.D.S., INC. DEFINED BENEFIT PENSION PLAN
$1.7M · 4 participants
DAVID M. OWSLEY, DMD, PLLC
DAVID M. OWSLEY, DMD, PLLC RETIREMENT SAVINGS PLAN
$1.7M · 12 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
