Original filing (PDF)20251007170950NAL0011838418001

J. CAREY BONHAM D.M.D., P.L.

Name: J. CAREY BONHAM D.M.D., P.L. — J. CAREY BONHAM DMD PL 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: J. CAREY BONHAM D.M.D., P.L.

Form 5500-SF

FILING_RECEIVED

J. CAREY BONHAM DMD PL 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 J. CAREY BONHAM D.M.D., P.L..

Plan sponsor

Name

J. CAREY BONHAM D.M.D., P.L.

EIN

45-4148055

Address

12720 ULMERTON RD · LARGO, FL · 33774

Phone

(727) 581-1869

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

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

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 Dentists plans

SANDY POINT DENTAL

SANDY POINT DENTAL 401(K) PLAN

$1.3M · 9 participants

RAMYAR ELYASSIAN, DDS, INC.

RAMYAR ELYASSIAN, DDS, INC. CASH BALANCE PLAN

$1.3M · 6 participants

DESIGNER SMILES BY BENTON, P.C.

J.B. BENTON, DDS CASH BALANCE PLAN

$1.3M · 21 participants

STEINMETZ PEDIATRIC DENTISTRY, PC

STEINMETZ PEDIATRIC DENTISTRY, PC 401(K) PLAN

$1.3M · 7 participants

DR. JEREMIAH GLOSENGER

NORTH DAKOTA ORAL SURGERY & DENTAL IMPLANT CENTER 401(K)