· 2022–2024 · DOL EFAST2

KAREN E. WILLIAMSON, DDS, PA — KAREN E. WILLIAMSON, DDS, PA 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)

Original filing (PDF)20250310205939NAL0026560368001

KAREN E. WILLIAMSON, DDS, PA

Form 5500-SF

FILING_RECEIVED

KAREN E. WILLIAMSON, DDS, PA 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

10

Accounts w/ balance

12

Plan assets (EOY)

$743K

Net assets (EOY)

$743K

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

84

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 KAREN E. WILLIAMSON, DDS, PA.

Plan sponsor

Name

KAREN E. WILLIAMSON, DDS, PA

EIN

45-5121551all filings

Address

560 W RALPH HALL PARKWAY · SUITE 104 · ROCKWALL, TX · 75032

Phone

(469) 402-0024

Industry

Offices of Physicians· 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

2025-03-10

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

Related plans

Similar-size Offices of Physicians plans

SUZANNE M. EVERHART DO PC

SUZANNE M. EVERHART DO PC 401(K) PROFIT SHARING PLAN

$743K · 3 participants

CENTER FOR COMPREHENSIVE HEALTH, LLC

CENTER FOR COMPREHENSIVE HEALTH 401(K) PLAN

$743K · 9 participants

BROKEN ARROW ORTHOPEDICS, INC.

BROKEN ARROW ORTHOPEDICS, INC. 401(K) PLAN

$743K · 8 participants

RAFFI V. HOVSEPIAN, M.D., INC.

RAFFI V. HOVSEPIAN, M.D., INC. 401(K) PROFIT SHARING PLAN

$743K · 1 participants

ERIC S. LIPPMAN MD PC

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