How big is Walter E. Saxon Jr. DDS PC's plan?

Walter E. Saxon Jr. DDS PC's plan reported $1.2M in assets and 10 participants for 2024.

Original filing (PDF)20250408072842NAL0017840001001

Walter E. Saxon Jr. DDS PC

Name: Walter E. Saxon Jr. DDS PC — Walter E. Saxon Jr. DDS, Form 5500 (2024)
Creator: Walter E. Saxon Jr. DDS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Walter E. Saxon Jr. DDS PC Profit Sharing Plan

401(k) retirement plan · Walter E. Saxon Jr. DDS PC's Walter E. Saxon Jr. DDS PC Profit Sharing Plan held $1.2M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Walter Saxon signed Walter E. Saxon Jr. DDS PC's 2024 Form 5500 as plan administrator.

Walter Saxon — 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

Walter E. Saxon Jr. DDS PC's EIN is 54-1691691.

EIN 54-1691691

Plan number 001

Plan year 2024

ACK ID 20250408072842NAL0017840001001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Walter E. Saxon Jr. DDS PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Walter E. Saxon Jr. DDS PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALTER E. SAXON JR. DDS PC.

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

WALTER E. SAXON JR. DDS PC

EIN

all filings

Address

PO BOX 270 · DILLWYN, VA · 239360270

Phone

(434) 983-2600

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator