Original filing (PDF)20251130113605NAL0013463968001

LAWRENCE R. WHITNEY, D.D.S.

Name: LAWRENCE R. WHITNEY, D.D.S. — LAWRENCE R. WHITNEY, D.D.S. PROFIT SHARING 401K PLAN, Form 5500 (2024)
Creator: LAWRENCE R. WHITNEY, D.D.S.

Form 5500-SF

FILING_RECEIVED

LAWRENCE R. WHITNEY, D.D.S. PROFIT SHARING 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAWRENCE R. WHITNEY, D.D.S..

Plan sponsor

Name

LAWRENCE R. WHITNEY, D.D.S.

EIN

52-1477532

Address

2113 HANOVER PIKE · HAMPSTEAD, MD · 210741319

Phone

(410) 374-5200

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2025-11-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

MULLINS FAMILY DENTISTRY, PC

MULLINS FAMILY DENTISTRY 401K PLAN

$1.8M · 4 participants

JAMES T. MAHOLICK, DMD, PC

MAHOLICK INNOVATIVE DENTISTRY RETIREMENT PLAN & TRUST

$1.8M · 9 participants

LAUREN TAYLOR MCNEIL, DDS, PLLC

LAUREN TAYLOR MCNEIL, DDS, PLLC 401K PLAN

$1.8M · 11 participants

FORT SMITH PEDIATRIC DENTAL GROUP, LLC

FORT SMITH PEDIATRIC DENTAL GROUP, LLC PROFIT SHARING PLAN 2300 S 58TH ST, STE A FORT SMITH AR 72903

$1.8M · 19 participants

JOHN A. KRASOWSKI, DDS, LLC