How big is David B. Greenlee, D.D.S.'s plan?

David B. Greenlee, D.D.S.'s plan reported $4.1M in assets and 7 participants for 2025.

Original filing (PDF)20260416161345NAL0012512243001

David B. Greenlee, D.D.S.

Name: David B. Greenlee, D.D.S. — David B. Greenlee, Form 5500 (2025)
Creator: David B. Greenlee, D.D.S.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David B. Greenlee, D.D.S. Employees' Profit Sharing Plan and Trust

401(k) retirement plan · David B. Greenlee, D.D.S.'s David B. Greenlee, D.D.S. Employees' Profit Sharing Plan and Trust held $4.1M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan identifiers

David B. Greenlee, D.D.S.'s EIN is 47-1180991.

EIN 47-1180991

Plan number 001

Plan year 2025

ACK ID 20260416161345NAL0012512243001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for David B. Greenlee, D.D.S. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

David B. Greenlee, D.D.S.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID B. GREENLEE, D.D.S..

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

DAVID B. GREENLEE, D.D.S.

EIN

all filings

Address

1018 OBERLIN RD. · RALEIGH, NC · 276051135

Phone

(919) 833-4634

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator