Original filing (PDF)20251006123509NAL0003642689001

JONATHAN L. BULLARD DMD PC

Name: JONATHAN L. BULLARD DMD PC — JONATHAN L. BULLARD DMD PC CASH BALANCE PLAN, Form 5500 (2024)
Creator: JONATHAN L. BULLARD DMD PC

Form 5500-SF

FILING_RECEIVED

JONATHAN L. BULLARD DMD PC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$581K

Net assets (EOY)

$581K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JONATHAN L. BULLARD DMD PC.

Plan sponsor

Name

JONATHAN L. BULLARD DMD PC

EIN

45-3171377all filings

Address

3702 WASHINGTON ROAD · AUGUSTA, GA · 30907

Phone

(706) 863-5337

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

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 Dentists plans

GARABEDIAN AND KOTIKIAN DENTAL CORPORATION

GARABEDIAN AND KOTIKIAN DENTAL CORP PROFIT SHARING PLAN

$581K · 7 participants

SNYDER ENDODONTICS PLLC

SNYDER ENDODONTICS PLLC CASH BALANCE PENSION PLAN

$581K · 4 participants

BASHAR KOMOC DDS INC.

BASHAR KOMOC DDS INC. 401(K)

$580K · 9 participants

AARON K. FORRESTER, D.D.S., PLLC

AARON K. FORRESTER, D.D.S., PLLC 401(K) PLAN AND TRUST

$581K · 4 participants

CARRINGTON DENTAL CARE, P.C.

CARRINGTON DENTAL CARE, P.C. CASH BALANCE PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.