Original filing (PDF)20240815215632NAL0007567635001

JAMES D. WATSON, D.D.S., P.A.

Name: JAMES D. WATSON, D.D.S., P.A. — JAMES D. WATSON, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN, Form 5500 (2022)
Creator: JAMES D. WATSON, D.D.S., P.A.

Form 5500-SF

FILING_RECEIVED

JAMES D. WATSON, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JAMES D. WATSON, D.D.S., P.A..

Plan sponsor

Name

JAMES D. WATSON, D.D.S., P.A.

EIN

52-2437273

Address

7003 ARROW CREEK LANE · SPRING, TX · 77379

Phone

(832) 515-7708

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-12-01

Tax period

2023-11-30

Filed

2024-08-15

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

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

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