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LEAL, SPANGLER AND JOHNSON, D.D.S., P.A. — LEAL, SPANGLER AND JOHNSON, D.D.S., P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260108165700NAL0009319153001
LEAL, SPANGLER AND JOHNSON, D.D.S., P.A.
Form 5500-SF
FILING_RECEIVED
LEAL, SPANGLER AND JOHNSON, D.D.S., P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
25
Accounts w/ balance
26
Plan assets (EOY)
$6.5M
Net assets (EOY)
$6.5M
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
LEAL, SPANGLER AND JOHNSON, D.D.S., P.A.
.
Find decision makers
Plan sponsor
Name
LEAL, SPANGLER AND JOHNSON, D.D.S., P.A.
EIN
56-1287839
Address
1000 SOUTHPARK BOULEVARD · SUITE C · WINSTON SALEM, NC · 27127
Phone
(336) 788-5073
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-09-01
Tax period
2025-08-31
Filed
2026-01-08
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
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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
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Trustee phone
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