Original filing (PDF)20240918095925NAL0004354161001

RICHARD E JONES, DDS MSD

Name: RICHARD E JONES, DDS MSD — RICHARD E JONES,DDS MSD PROFIT SHARING PLAN, Form 5500 (2022)
Creator: RICHARD E JONES, DDS MSD

Form 5500-SF

FILING_RECEIVED

RICHARD E JONES,DDS MSD PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

Late filing · 15.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Above-average plan

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 15.1 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RICHARD E JONES, DDS MSD.

Plan sponsor

Name

RICHARD E JONES, DDS MSD

EIN

35-1537935

Address

1322 H. PARKER COURT · SCHERERVILLE, IN · 46375

Phone

(219) 644-6651

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-07-31

Filed

2024-09-18

Pension benefit codes

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

3B · Covers self-employed individuals

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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