How big is Gregg a Helvey, DDS, Ltd.'s plan?

Gregg a Helvey, DDS, Ltd.'s plan reported $192K in assets and 5 participants for 2023.

Original filing (PDF)20250709125525NAL0008113664001

Gregg a Helvey, DDS, Ltd.

Name: Gregg a Helvey, DDS, Ltd. — Gregg a Helvey, DDS Ltd., Form 5500 (2023)
Creator: Gregg a Helvey, DDS, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gregg a Helvey, DDS Ltd. Profit Sharing Plan

Defined-contribution retirement plan · Gregg a Helvey, DDS, Ltd.'s Gregg a Helvey, DDS Ltd. Profit Sharing Plan held $192K in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$192K

Net assets (EOY)

$192K

People on this filing

Gregg a Helvey signed Gregg a Helvey, DDS, Ltd.'s 2023 Form 5500 as plan administrator.

Gregg a Helvey — 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

Gregg a Helvey, DDS, Ltd.'s EIN is 54-1185270.

EIN 54-1185270

Plan number 001

Plan year 2023

ACK ID 20250709125525NAL0008113664001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Gregg a Helvey, DDS, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Gregg a Helvey, DDS, 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 GREGG A HELVEY, DDS, LTD.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score