Back to filter
Original filing (PDF)20250225115328NAL0010479009001
GARY L. BACON, D.D.S., P.C.
Form 5500-SF
FILING_RECEIVED
BACON, D.D. S. 401K PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
23
Plan assets (EOY)
$6.8M
Net assets (EOY)
$6.8M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GARY L. BACON, D.D.S., P.C..
Plan sponsor
Name
GARY L. BACON, D.D.S., P.C.
EIN
35-2118688
Address
9670 EAST WASHINGTON ST, SUITE 220 · INDIANAPOLIS, IN · 46229
Phone
(317) 897-1147
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
2025-02-25
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)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Dentists plans
AFFILIATED FAMILY DENTIST PC
AFFILIATED FAMILY DENTIST PC 401(K) PROFIT SHARING PLAN & TRUST
$6.8M · 218 participants
GUY G. CRESSON, DDS, LLC
GUY G. CRESSON, DDS PROFIT SHARING PLAN
$6.8M · 8 participants
DRS. LARSON MARTYN AND HAFNER DDS, LLP
DRS. LARSON MARTYN AND HAFNER LLP 401(K) PLAN
$6.8M · 11 participants
STEEL CITY ORAL SURGERY, P.C.
STEEL CITY ORAL SURGERY, PC PROFIT SHARING PLAN
$6.8M · 10 participants
WILLIE WOO, D.D.S., INC.
WILLIE WOO, D.D.S., INC. PROFIT SHARING PLAN
$6.8M · 5 participants
LASKY AND LASKY DENTAL GROUP
LASKY AND LASKY DENTAL GROUP 401(K) PSP
$6.8M · 18 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants