Original filing (PDF)20250718090136NAL0001447473001

DR. RICHARD NEILS

Name: DR. RICHARD NEILS — DR. RICHARD NEILS PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DR. RICHARD NEILS

Form 5500-SF

FILING_RECEIVED

DR. RICHARD NEILS PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DR. RICHARD NEILS.

Plan sponsor

Name

DR. RICHARD NEILS

EIN

39-1330552

Address

888 THACKERAY TRAIL · OCONOMOWOC, WI · 53066

Phone

(262) 567-0247

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

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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