Original filing (PDF)20250506074728NAL0009028897001

WILLIAM B. BARTOW DDS

Name: WILLIAM B. BARTOW DDS — WILLIAM B. BARTOW DDS PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WILLIAM B. BARTOW DDS

Form 5500-SF

FILING_RECEIVED

WILLIAM B. BARTOW DDS PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 WILLIAM B. BARTOW DDS.

Plan sponsor

Name

WILLIAM B. BARTOW DDS

EIN

43-1275869

Address

P O BOX 257 · 547 WEST JACKSON ST · MARSHFIELD, MO · 657062205

Phone

(417) 859-2279

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

2025-05-06

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

Related plans

Similar-size Offices of Dentists plans

GREGG MOND, D.M.D.

GREGG MOND, D.M.D. 401(K) PROFIT SHARING PLAN

$1.9M · 5 participants

PAYNE AND BOATNER, D.D.S., P.C.

PAYNE AND BOATNER, D.D.S. 401(K) PLAN

$1.9M · 12 participants

CAITILIN R. MARTINI, D.M.D., P.A.

CAITILIN MARTINI, DMD, PA 401(K) PLAN

$1.9M · 14 participants

BENJAMIN R SQUIRES DDS PC

BENJAMIN R SQUIRES DDS PC PROFIT SHARING PLAN

$1.9M · 17 participants

MARK Y. SHIMAO, D.D.S., INC.

MARK Y. SHIMAO, D.D.S., INC. 401K PROFIT SHARING PLAN