Original filing (PDF)20250811130008NAL0006622531001

WILLIAM J CLAIBORNE DDS PA

Name: WILLIAM J CLAIBORNE DDS PA — WILLIAM J CLAIBORNE DDS PA PROFIT SHARING PLAN, Form 5500 (2023)
Creator: WILLIAM J CLAIBORNE DDS PA

Form 5500-SF

FILING_RECEIVED

WILLIAM J CLAIBORNE DDS PA PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

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 WILLIAM J CLAIBORNE DDS PA.

Plan sponsor

Name

WILLIAM J CLAIBORNE DDS PA

EIN

56-1257430

Address

15 YORKSHIRE STREET SUITE 301 · ASHEVILLE, NC · 28803

Phone

(828) 274-9440

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-08-11

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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