· 2022–2024 · DOL EFAST2

Timothy S Casey DDS PA — Timothy S Casey DDS PA, Form 5500 (2025)

Original filing (PDF)20260507142223NAL0003264961001

Timothy S Casey DDS PA

Form 5500-SF

FILING_RECEIVED

Timothy S Casey DDS PA 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Timothy S Casey DDS PA's Timothy S Casey DDS PA 401(k) Profit Sharing Plan & Trust held $460K in plan assets for 6 participants in 2025.

Active participants

6

Accounts w/ balance

5

Plan assets (EOY)

$460K

Net assets (EOY)

$460K

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

72

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TIMOTHY S CASEY DDS PA.

Plan sponsor

Name

TIMOTHY S CASEY DDS PA

EIN

46-1421010all filings

Address

12650 N BEACH ST STE 100 · FORT WORTH, TX · 762444244

Phone

(817) 562-3292

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-07

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

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