How big is Sam E. English, II, D.D.S., Ltd.'s plan?

Sam E. English, II, D.D.S., Ltd.'s plan reported $3.6M in assets and 1 participants for 2023.

Original filing (PDF)20260116100301NAL0034441474001

Sam E. English, II, D.D.S., Ltd.

Name: Sam E. English, II, D.D.S., Ltd. — Sam E. English, Form 5500 (2023)
Creator: Sam E. English, II, D.D.S., Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sam E. English, II, D.D.S, Ltd. Profit Sharing Plan

Defined-contribution retirement plan · Sam E. English, II, D.D.S., Ltd.'s Sam E. English, II, D.D.S, Ltd. Profit Sharing Plan held $3.6M in plan assets for 1 participants in 2023.

Signals · 2

Late filing · 14.0 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Rick English signed Sam E. English, II, D.D.S., Ltd.'s 2023 Form 5500 as plan administrator.

Rick English — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sam E. English, II, D.D.S., Ltd.'s EIN is 54-1114155.

EIN 54-1114155

Plan number 002

Plan year 2023

ACK ID 20260116100301NAL0034441474001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Sam E. English, II, D.D.S., Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Sam E. English, II, D.D.S., Ltd.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAM E. ENGLISH, II, D.D.S., LTD..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 14.0 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

SAM E. ENGLISH, II, D.D.S., LTD.

EIN

all filings

Address

8220 WINDMILL WATCH DRIVE · MECHANISVILLE, VA · 23116

Phone

(804) 843-4150

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator