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Original filing (PDF)20260116100301NAL0034441474001
SAM E. ENGLISH, II, D.D.S., LTD.
Form 5500-SF
FILING_RECEIVED
SAM E. ENGLISH, II, D.D.S, LTD. PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 1
Late filing · 14.0 mo
Active participants
1
Accounts w/ balance
2
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 14.0 months past the 10.5-month grace window.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAM E. ENGLISH, II, D.D.S., LTD..
Plan sponsor
Name
SAM E. ENGLISH, II, D.D.S., LTD.
EIN
54-1114155
Address
8220 WINDMILL WATCH DRIVE · MECHANISVILLE, VA · 23116
Phone
(804) 843-4150
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Name
SAM E. ENGLISH, II, D.D.S., LTD.
EIN
54-1114155
City
MECHANISVILLE, VA
Phone
(804) 843-4150
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2026-01-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
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 providersRelated plans
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