Original filing (PDF)20250717102729NAL0000176464001

WALKER W. SHIVAR, DDS ANTHONY R. PELUSO, DDS HOLLY H ANDERSON DDS, PC

Name: WALKER W. SHIVAR, DDS ANTHONY R. PELUSO, DDS HOLLY H ANDERSON DDS, PC — DRS. SHIVAR, PELUSO AND ANDERSEN 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WALKER W. SHIVAR, DDS ANTHONY R. PELUSO, DDS HOLLY H ANDERSON DDS, PC

Form 5500-SF

FILING_RECEIVED

DRS. SHIVAR, PELUSO AND ANDERSEN 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

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 WALKER W. SHIVAR, DDS ANTHONY R. PELUSO, DDS HOLLY H ANDERSON DDS, PC.

Plan sponsor

Name

WALKER W. SHIVAR, DDS ANTHONY R. PELUSO, DDS HOLLY H ANDERSON DDS, PC

EIN

54-0884396

Address

302 EAST LITTLE CREEK ROAD · SUITE 300 · NORFOLK, VA · 23505

Phone

(757) 641-9219

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

2024-01-01

Tax period

2024-12-31

Filed

2025-07-17

Pension benefit codes

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)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

SUTTER TERRACE DENTAL GROUP

SUTTER TERRACE DENTAL GROUP 401K PROFIT SHARING PLAN

$6.1M · 22 participants

JACKSON SNIDER PARKER DENTISTRY, PLLC

JACKSON, SNIDER, AND PARKER DENTISTRY PARTNERSHIP RETIREMENT PLAN AND TRUST

$6.1M · 27 participants

LUDU-SHARMA P.L.L.C.

LUDU-SHARMA P.L.L.C. 401(K) PROFIT SHARING PLAN

$6.1M · 6 participants

KURT D. VAN WINKLE, DDS, MSD, PC

KURT D. VAN WINKLE, DDS, MSD 401(K) PLAN

$6.1M · 11 participants

STEPHEN G. KOMARA, D.D.S., P.A.