· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CARTER PERIODONTICS & IMPLANT DENTISTRY, PLLC — CARTER PERIODONTICS 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250728122524NAL0001528113001
CARTER PERIODONTICS & IMPLANT DENTISTRY, PLLC
Form 5500-SF
FILING_RECEIVED
CARTER PERIODONTICS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
8
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CARTER PERIODONTICS & IMPLANT DENTISTRY, PLLC
.
Find decision makers
Plan sponsor
Name
CARTER PERIODONTICS & IMPLANT DENTISTRY, PLLC
EIN
45-2124909
Address
2283 RALEIGH COURT · CLARKSVILLE, TN · 37043
Phone
(931) 614-6603
Industry
Offices of Physicians
· 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
2025-07-28
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
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 providers
Related plans
Similar-size Offices of Physicians plans
SOUTHERN CARE INTERNAL MEDICINE, P.C.
SOUTHERN CARE INTERNAL MEDICINE, P.C. 401(K) PLAN
$1.8M · 23 participants
BLACK BAG MEDICAL, INC.
LITTLE BLACK BAG MEDICAL 401(K) PROFIT SHARING PLAN
$1.8M · 3 participants
UROLOGY CONSULTANTS, P.C.
UROLOGY CONSULTANTS, P.C. PROFIT SHARING PLAN
$1.8M · 3 participants
DESERT EYE ASSOCIATES, LTD.
DESERT EYE ASSOCIATES, LTD. RETIREMENT PLAN
$1.8M · 22 participants
NAUGATUCK VALLEY EAR, NOSE & THROAT ASSOCIATES, LLC
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.
NAUGATUCK VALLEY EAR, NOSE & THROAT ASSOCIATES, LLC CASH BALANCE PLAN
$1.8M · 14 participants
AMS SOUTHEAST, L.L.C.
AMS SOUTHEAST, L. L. C. 401(K) PLAN
$1.8M · 14 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B
