Original filing (PDF)20240206134841NAL0000282401001

MICHAEL R. DEFEE, DMD, PHD, PLLC

Name: MICHAEL R. DEFEE, DMD, PHD, PLLC — MICHAEL R. DEFEE, DMD, PHD, PLLC PROFIT SHARING PLAN, Form 5500 (2023)
Creator: MICHAEL R. DEFEE, DMD, PHD, PLLC

Form 5500-SF

FILING_RECEIVED

MICHAEL R. DEFEE, DMD, PHD, PLLC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

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 MICHAEL R. DEFEE, DMD, PHD, PLLC.

Plan sponsor

Name

MICHAEL R. DEFEE, DMD, PHD, PLLC

EIN

47-5337053all filings

Address

76 DARLINGTON AVENUE · CHARLESTON, SC · 29403

Phone

(843) 861-0986

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-02-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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