How big is Sheldon Dental Group's plan?

Sheldon Dental Group's plan reported $3.1M in assets and 15 participants for 2024.

Original filing (PDF)20250611165102NAL0027474560001

Sheldon Dental Group

Name: Sheldon Dental Group — Larry D Sheldon DDS Chartered, Form 5500 (2024)
Creator: Sheldon Dental Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Larry D Sheldon DDS Chartered Employees 401(k) Plan and Trust

401(k) retirement plan · Sheldon Dental Group's Larry D Sheldon DDS Chartered Employees 401(k) Plan and Trust held $3.1M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Daniel V. Sheldon signed Sheldon Dental Group's 2024 Form 5500 as plan administrator.

Daniel V. Sheldon — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sheldon Dental Group's EIN is 48-0907738.

EIN 48-0907738

Plan number 001

Plan year 2024

ACK ID 20250611165102NAL0027474560001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sheldon Dental Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sheldon Dental Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHELDON DENTAL GROUP.

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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