Original filing (PDF)20251013160607NAL0003488066001

JEFF TOLLETT DDS PA

Name: JEFF TOLLETT DDS PA — JEFF TOLLETT DDS PA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: JEFF TOLLETT DDS PA

Form 5500-SF

FILING_RECEIVED

JEFF TOLLETT DDS PA 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

Late filing · 34.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$190K

Net assets (EOY)

$190K

Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 34.9 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFF TOLLETT DDS PA.

Plan sponsor

Name

JEFF TOLLETT DDS PA

EIN

45-2858102all filings

Address

1011 AUGUSTA DR, STE. 100 · HOUSTON, TX · 77057

Phone

(713) 502-3033

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

2021-01-01

Tax period

2021-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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