Original filing (PDF)20230308100325NAL0022674498001

ROGER D. CLAY, DDS, PA

Name: ROGER D. CLAY, DDS, PA — ROGER D. CLAY, DDS, PA PROFIT SHARING PLAN, Form 5500 (2022)
Creator: ROGER D. CLAY, DDS, PA

Form 5500-SF

FILING_RECEIVED

ROGER D. CLAY, DDS, PA PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$567K

Net assets (EOY)

$567K

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 ROGER D. CLAY, DDS, PA.

Plan sponsor

Name

ROGER D. CLAY, DDS, PA

EIN

51-0451927all filings

Address

1515 INDIAN RIVER BLVD. · SUITE A-140 · VERO BEACH, FL · 32960

Phone

(772) 770-2225

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-03-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

LEE FAMILY DENTAL

LEE FAMILY DENTAL 401(K) PLAN

$567K · 10 participants

CORE FAMILY DENTISTRY LLC

CORE FAMILY DENTISTRY LLC 401(K) PLAN

$567K · 4 participants

GLOBAL HEALTHCARE RESOURCES, LLC

GLOBAL HEALTHCARE RESOURCES, LLC 401 (K) PLAN

$567K · 4 participants

ALDEN DENTAL PLLC

EAST TOWN DENTAL 401(K) PLAN

$567K · 5 participants

READING ENDODONTICS

READING ENDODONTICS, PC PROFIT SHARING PLAN

$567K · 2 participants

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