Original filing (PDF)20250411133346NAL0026199729001

TOM DAVIES DDS PLLC

Name: TOM DAVIES DDS PLLC — TOM DAVIES DDS PLLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: TOM DAVIES DDS PLLC

Form 5500-SF

FILING_RECEIVED

TOM DAVIES DDS PLLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$90K

Net assets (EOY)

$90K

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

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

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 TOM DAVIES DDS PLLC.

Plan sponsor

Name

TOM DAVIES DDS PLLC

EIN

45-4217511all filings

Address

103 SUPERIOR ST · SANDPOINT, ID · 838641394

Phone

(208) 920-9063

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

2025-04-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

CHAPMAN SMILES ORTHODONTICS

CHAPMAN SMILES ORTHODONTICS EMPLOYEES SAVINGS TRUST

$90K · 5 participants

EAST COAST DISTRICT DENTAL PROFIT S

EAST COAST DISTRICT DENTAL PROFIT SHARING PLAN

$90K · 2 participants

SHARON T. LU, D.D.S., INC.

SHARON T. LU, D.D.S., INC. DEFINED BENEFIT PLAN

$90K · 2 participants

PINO DENTAL GROUP INC

PINO DENTAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST

$90K · 1 participants

K. KEVIN NESHAT, D.D.S., M.D., P.A.

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.