· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NEAL B. JONES, DDS, PC — NEAL B. JONES, DDS, PC PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250529132502NAL0014134784001
NEAL B. JONES, DDS, PC
Form 5500-SF
FILING_RECEIVED
NEAL B. JONES, DDS, PC PROFIT SHARING PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
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
NEAL B. JONES, DDS, PC
.
Find decision makers
Plan sponsor
Name
NEAL B. JONES, DDS, PC
EIN
52-1786608
Address
311 N WILKINSON RD · RICHMOND, VA · 232271647
Phone
(703) 802-0630
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
2025-05-29
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
DENTISTRY AS FINE ART, PLC
DENTISTRY AS FINE ART, PLC PROFT SHARING PLAN
$1.1M · 7 participants
JEFFREY THORNE, D.D.S.
JEFFREY THORNE, D.D.S. RETIREMENT PLAN
$1.1M · 3 participants
QUYEN THUC DUONG
QUYEN THUC DUONG, PROFESSIONAL DENTAL CORPORATION 401(K) PLAN
$1.1M · 2 participants
C. JACK LEE DMD, INC.
C. JACK LEE DMD INC. RETIREMENT PLAN
$1.1M · 6 participants
SCOTT LUNDY, DDS, INC. DBA WESTLAKE DENTAL ASSOCIATES
WESTLAKE DENTAL ASSOCIATES 401(K) PROFIT SHARING 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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.1M · 10 participants
MARCEL S. DENARD, DMD, PC
MARCEL S. DENARD, DMD, PC 401(K) PROFIT SHARING PLAN
$1.1M · 4 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
