Original filing (PDF)20250421153440NAL0007166370001

DR. RICHARD L. SHERWOOD, DDS PC

Name: DR. RICHARD L. SHERWOOD, DDS PC — DR. RICHARD L. SHERWOOD, DDS PC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DR. RICHARD L. SHERWOOD, DDS PC

Form 5500-SF

FILING_RECEIVED

DR. RICHARD L. SHERWOOD, DDS PC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

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 DR. RICHARD L. SHERWOOD, DDS PC.

Plan sponsor

Name

DR. RICHARD L. SHERWOOD, DDS PC

EIN

54-1890064

Address

174 EXECUTIVE DR, SUITE B · DANVILLE, VA · 245411825

Phone

(434) 792-4046

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

2025-04-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

EDWARD FEINS, D.M.D., P.A.

EDWARD FEINS, D. M. D. , P. A. EMPLOYEES PROFIT SHARING PLAN AND TRUST

$4.6M · 13 participants

CHARLICK, SPRINGSTEAD, AND WILSO

CHARLICK, SPRINGSTEAD, AND WILSON DENTAL ASSOCIATES, PC 401

$4.6M · 35 participants

RIVERSTONE DENTAL CARE, PLLC

RIVERSTONE DENTAL 401(K) PLAN

$4.6M · 70 participants

QUINCY ENDODONTICS INC

QUINCY ENDODONTICS INC 401(K) PROFIT SHARING PLAN

$4.6M · 6 participants

TROTTER & GIVINS INC

TROTTER & GIVINS, INC ADC 401(K) PROFIT SHARING PLAN