Original filing (PDF)20250728213652NAL0001032435001

K W MORRIS D.D.S. LTD

Name: K W MORRIS D.D.S. LTD — K. W. MORRIS, D.D.S., LTD. PROFIT SHARING RETIREMENT PLAN, Form 5500 (2024)
Creator: K W MORRIS D.D.S. LTD

Form 5500-SF

FILING_RECEIVED

K. W. MORRIS, D.D.S., LTD. PROFIT SHARING RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.4M

Net assets (EOY)

$12.4M

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 K W MORRIS D.D.S. LTD.

Plan sponsor

Name

K W MORRIS D.D.S. LTD

EIN

54-1006215

Address

P O BOX 599 · SOUTH HILL, VA · 23970

Phone

(434) 447-4464

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2025-07-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

NORTHWEST ORAL & MAXILLOFACIAL SURGERY, P.C.

NORTHWEST ORAL & MAXILLOFACIAL SURGERY, P.C. 401(K) PROFIT SHARING PLAN

$12.4M · 44 participants

GARY W. MANCEWICZ, D.D.S., P.C.

GARY W. MANCEWICZ, D.D.S., P.C., 401(K) PROFIT SHARING PLAN

$12.4M · 16 participants

ASSOCIATED DENTISTS, S.C.

ASSOCIATED DENTISTS, S.C. RETIREMENT SAVINGS PLAN

$12.4M · 35 participants

EDP OF ILLINOIS PC

EDP PC'S 401(K) PLAN

$12.4M · 126 participants

NORTHWEST ENDODONTICS, LTD.