· 2022–2024 · DOL EFAST2

PAULA M STAPLETON DDS PLLC — PAULA M STAPLETON DDS PLLC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)

Original filing (PDF)20251008160305NAL0009741088001

PAULA M STAPLETON DDS PLLC

Form 5500-SF

FILING_RECEIVED

PAULA M STAPLETON DDS PLLC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

14

Accounts w/ balance

16

Plan assets (EOY)

$947K

Net assets (EOY)

$947K

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

82

Vendor & structure

100

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 PAULA M STAPLETON DDS PLLC.

Plan sponsor

Name

PAULA M STAPLETON DDS PLLC

EIN

45-2999212all filings

Address

8204 TRYON WOODS DR STE 102 · CARY, NC · 27518

Phone

(919) 851-6161

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

2025-10-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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

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