Original filing (PDF)20250501081437NAL0001921427001

JERELL J WILSON DDS LLC

Name: JERELL J WILSON DDS LLC — JERELL J WILSON DDS LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: JERELL J WILSON DDS LLC

Form 5500-SF

FILING_RECEIVED

JERELL J WILSON DDS LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$381K

Net assets (EOY)

$381K

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

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 JERELL J WILSON DDS LLC.

Plan sponsor

Name

JERELL J WILSON DDS LLC

EIN

47-0979988all filings

Address

2747 W CLAY ST STE D · SAINT CHARLES, MO · 633012557

Phone

(636) 947-1800

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

2025-05-01

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

DOWNS DENTAL CORPORATION

DOWNS DENTAL CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

$381K · 7 participants

STONE POST FAMILY DENTAL

STONE POST FAMILY DENTAL 401(K) PLAN

$381K · 8 participants

CHRISTOPHER J. PETERSON, D.M.D., INC.

PETERSON PERIODONTICS RETIREMENT PLAN & TRUST

$381K · 4 participants

GREATER OWENSBORO PEDIATRIC DENTISTRY, INC.

GREATER OWENSBORO PEDIATRIC DENTISTRY, INC. 401(K) PROFIT SHARING PLAN

$381K · 11 participants

JANE C. KIM, DMD, PC

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