· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JOHN C. SHEFFERMAN, D.D.S. — JOHN C. SHEFFERMAN, D.D.S. RETIREMENT PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250917161418NAL0000729331001
JOHN C. SHEFFERMAN, D.D.S.
Form 5500-SF
FILING_RECEIVED
JOHN C. SHEFFERMAN, D.D.S. RETIREMENT PLAN AND TRUST
Defined-contribution retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
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
JOHN C. SHEFFERMAN, D.D.S.
.
Find decision makers
Plan sponsor
Name
JOHN C. SHEFFERMAN, D.D.S.
EIN
52-1682263
Address
1747 PENNSYLVANIA AVE., NW · WASHINGTON, DC · 20006
Phone
(202) 338-7128
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
2025-09-17
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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
DENTAL CENTER OF NORTHWEST OHIO
DENTAL CENTER OF NORTWEST OHIO 403(B) RETIREMENT PLAN
$3.8M · 70 participants
STEPHEN R. KEES, DMD
STEPHEN R. KEES, DMD PROFIT SHARING PLAN
$3.8M · 4 participants
WATERMARK DENTAL LLC
RAND DENTISTRY 401(K) PLAN
$3.8M · 11 participants
TWIN CITIES ORAL & MAXILLOFACIAL SURGERY, P.A.
TWIN CITIES ORAL & MAXILLOFACIAL SURGERY, P.A. CASH BALANCE PLAN
$3.8M · 25 participants
ROSANA BISHAI DDS PLLC
NEWCASTLE DENTISTRY 401(K) PLAN
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.
$3.8M · 11 participants
CRESCENT DENTAL, LLC
CRESCENT DENTAL, LLC 401(K) PROFIT SHARING PLAN
$3.8M · 13 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
