How big is James M. Williams, D.D.S., P.A.'s plan?

James M. Williams, D.D.S., P.A.'s plan reported $162K in assets and 5 participants for 2024.

Original filing (PDF)20250430220104NAL0003867872053

James M. Williams, D.D.S., P.A.

Name: James M. Williams, D.D.S., P.A. — James M. Williams, Form 5500 (2024)
Creator: James M. Williams, D.D.S., P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James M. Williams, D.D.S., P.A. 401(k) Plan

401(k) retirement plan · James M. Williams, D.D.S., P.A.'s James M. Williams, D.D.S., P.A. 401(k) Plan held $162K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$162K

Net assets (EOY)

$162K

Plan identifiers

James M. Williams, D.D.S., P.A.'s EIN is 38-3654710.

EIN 38-3654710

Plan number 001

Plan year 2024

ACK ID 20250430220104NAL0003867872053

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James M. Williams, D.D.S., P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James M. Williams, D.D.S., P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score