· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
E. BEN WARD, JR., DDS, PA — E. BEN WARD, JR., DDS, PA PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20260127151617NAL0001579939001
E. BEN WARD, JR., DDS, PA
Form 5500-SF
FILING_RECEIVED
E. BEN WARD, JR., DDS, PA PROFIT SHARING PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
8
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
E. BEN WARD, JR., DDS, PA
.
Find decision makers
Plan sponsor
Name
E. BEN WARD, JR., DDS, PA
EIN
56-0987171
Address
P.O. BOX 489 · WHITEVILLE, NC · 284724113
Phone
(910) 642-4156
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-27
Pension benefit codes
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)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
EDWARD V. HICKMAN, D.D.S., P.A.
EDWARD V. HICKMAN D.D.S., P.A. 401(K) PROFIT SHARING PLAN
$3.0M · 10 participants
ROBERT F. DIXON, DDS, PA
ROBERT F. DIXON, DDS, PA 401(K) PLAN
$3.0M · 7 participants
BANKHEAD DDS ORTHODONTICS PC
BANKHEAD, DDS ORTHODONTICS PC 401(K) PS PLAN
$3.0M · 38 participants
LAKE PLAZA DENTAL PC
LAKE PLAZA DENTAL, P.C. 401(K) PROFIT SHARING PLAN AND TRUST
$3.0M · 2 participants
RIGO MARTIN, D.D.S.
RIGO MARTIN, DDS PROFIT SHARING 401K PLAN
100
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.0M · 7 participants
CHRISTOPHER M. WILSON, DDS, PC
CHRISTOPHER M. WILSON, DDS, PC 401(K) RETIREMENT PLAN
$3.0M · 5 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
