· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ROBERT G. DONAHUE, D.D.S. PLLC — ROBERT G. DONAHUE, D.D.S. PLLC PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250701124326NAL0029561746002
ROBERT G. DONAHUE, D.D.S. PLLC
Form 5500-SF
FILING_RECEIVED
ROBERT G. DONAHUE, D.D.S. PLLC PROFIT SHARING PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ROBERT G. DONAHUE, D.D.S. PLLC
.
Find decision makers
Plan sponsor
Name
ROBERT G. DONAHUE, D.D.S. PLLC
EIN
52-1492209
Address
5225 WISCONSIN AVENUE, NW SUITE 309 · WASHINGTON, DC · 20015
Phone
(202) 966-4050
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-01
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2R · Participant-directed brokerage (SDBA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
PHILIP H. DIXON, D.D.S., INC.
PHILIP H. DIXON, D.D.S. INC. 401(K) PROFIT SHARING PLAN
$2.0M · 21 participants
BELLEVILLE DENTAL CENTER, P.C.
BELLEVILLE DENTAL CENTER, P. C. PROFIT SHARING PLAN
$2.0M · 8 participants
DR. DAVE, PLC
WEST DES MOINES FAMILY DENTISTRY 401(K)
$2.0M · 7 participants
CECEILIA M. MARKHAM, D.M.D., LLC
CECEILIA M. MARKHAM, D.M.D., LLC PROFIT SHARING PLAN
$2.0M · 5 participants
HALLSVILLE FAMILY DENTISTRY, P.C.
HALLSVILLE FAMILY DENTISTRY, P.C. RETIREMENT PLAN & TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3B · Covers self-employed individuals
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.
$2.0M · 7 participants
JAMES R. STEWART, JR., D.D.S., P.C.
JAMES R. STEWART, JR., D.D.S., P.C. 401(K) RETIREMENT PLAN AND TRUST
$2.0M · 4 participants
Large plans in District of Columbia
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
$27.4B · 104,686 participants
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
VANTAGETRUST COMPANY, LLC
VTI MISSIONSQUARE PLUS FUND
$9.8B
DANAHER CORPORATION
DANAHER CORPORATION & SUBSIDIARIES SAVINGS PLAN
$6.5B · 23,252 participants
GEICO CORPORATION
GEICO 401(K) SAVINGS PLAN
$6.2B · 28,209 participants
FEDERAL NATIONAL MORTGAGE ASSOCIATION
FEDERAL NATIONAL MORTGAGE ASSOCIATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES
$4.6B · 8,187 participants
