· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JOEL T. CARROLL, D.D.S., P.C. — JOEL T. CARROLL, D.D.S., P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250621173131NAL0004813873001
JOEL T. CARROLL, D.D.S., P.C.
Form 5500-SF
FILING_RECEIVED
JOEL T. CARROLL, D.D.S., P.C. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
11
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
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
JOEL T. CARROLL, D.D.S., P.C.
.
Find decision makers
Plan sponsor
Name
JOEL T. CARROLL, D.D.S., P.C.
EIN
38-3003284
Address
4310 LEONARD N.W., STE. 202 · GRAND RAPIDS, MI · 49534
Phone
(616) 453-6323
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
2025-06-21
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
KENNETH C. SZURGOT D.D.S., P.C.
KENNETH C. SZURGOT D.D.S., P.C. DEFINED BENEFIT PENSION PLAN
$3.0M · 5 participants
JASON C. CHEN, DDS, APC
JASON C. CHEN, DDS, APC PROFIT SHARING 401(K) PLAN
$3.0M · 17 participants
NICHOLAS G. SALAITA, D.D.S., M.D.
NICHOLAS G. SALAITA, D.D.S., M.D. PROFIT SHARING PLAN
$3.0M
DR. ANDREW SPIRIDIGLOIZZI, DDS
DR. ANDREW SPIRIDIGLOIZZI, DDS 401(K) PLAN
$3.0M · 7 participants
JOHN PAUL GALLARDO, DDS, PA
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
JOHN PAUL GALLARDO, DDS, PA RETIREMENT PLAN & TRUST
$3.0M · 6 participants
KUY E KY DDS INC
KUY E KY DDS INC 401K PROFIT SHARING PLAN
$3.0M · 14 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants
