· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BAXTER B. SAPP, JR., D.D.S. & H.T. MACON SAPP, D.D.S., P.A. — BAXTER B. SAPP, JR., D.D.S., AND H.T. MACON SAPP, D.D.S., P.A. 401K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250709120307NAL0003322771004
BAXTER B. SAPP, JR., D.D.S. & H.T. MACON SAPP, D.D.S., P.A.
Form 5500-SF
FILING_RECEIVED
BAXTER B. SAPP, JR., D.D.S., AND H.T. MACON SAPP, D.D.S., P.A. 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
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
BAXTER B. SAPP, JR., D.D.S. & H.T. MACON SAPP, D.D.S., P.A.
.
Find decision makers
Plan sponsor
Name
BAXTER B. SAPP, JR., D.D.S. & H.T. MACON SAPP, D.D.S., P.A.
EIN
56-1072557
Address
3612 SHANNON RD · 205 · DURHAM, NC · 27707
Phone
(919) 489-9171
Industry
All Other Professional Services
· Professional & Technical Services
see 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
2025-07-09
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
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
BETTER HEALTHCARE, LLC
BETTER HEALTHCARE, LLC DEFINED BENEFIT PLAN
$2.2M · 4 participants
CORNERSTONE SUPPORT, LLC
CORNERSTONE SUPPORT 401(K) PLAN
$2.2M · 44 participants
ION TOF USA
ION TOF USA 401K PLAN
$2.2M · 6 participants
ACTUARIAL RESOURCES CORPORATION
ACTUARIAL RESOURCES PROFIT SHARING PLAN
$2.2M · 7 participants
GEOPHYSICAL RESEARCH LLC DBA GEOPHYSICAL INSIGHTS
GEOPHYSICAL INSIGHTS 401(K) PLAN
$2.2M · 8 participants
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.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
NEXT PHASE MEASUREMENTS LLC
NEXT PHASE MEASUREMENTS LLC 401(K) PLAN
$2.2M · 9 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
