· 2022–2024 · DOL EFAST2

Kelly C. Halverson, DDS, PLLC — Kelly C. Halverson, Form 5500 (2024)

Original filing (PDF)20260213114119NAL0001545330001

Kelly C. Halverson, DDS, PLLC

Form 5500-SF

FILING_RECEIVED

Kelly C. Halverson, DDS 401(k) Profit Sharing Plan

401(k) retirement plan · Kelly C. Halverson, DDS, PLLC's Kelly C. Halverson, DDS 401(k) Profit Sharing Plan reported $11K in plan assets in 2024.

Signals · 1

Late filing · 2.9 mo

Active participants

0

Accounts w/ balance

0

Plan assets (EOY)

$11K

Net assets (EOY)

$11K

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

88

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 2.9 months past the 10.5-month grace window.

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 KELLY C. HALVERSON, DDS, PLLC.

Plan sponsor

Name

KELLY C. HALVERSON, DDS, PLLC

EIN

46-1739438all filings

Address

1001 E BUCKINGHAM RD STE 104 · RICHARDSON, TX · 75081

Phone

(214) 663-4166

Industry

Offices of Dentists· Health Care & Social Assistance

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

2026-02-13

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

Tosie Dental LLC

Tosie Dental LLC MCF Benefit Plan

$11K · 6 participants

DDA Acquisition Company LLC

Danvers Dental Associates Acquisition Company LLC 401(k) Plan

$11K · 11 participants

Newport Dental Group, Inc.

Newport Dental Group Profit Sharing Plan

$12K · 3 participants

Tooth Basics PLLC

Tooth Basics PLLC 401(k) Profit Sharing Plan & Trust

Moore Legacy Dental PC

Moore Legacy Dental PC 401(k) Plan

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