Original filing (PDF)20250324140827NAL0012848465001

ROBERT B ZIGLAR JR DDS

Name: ROBERT B ZIGLAR JR DDS — ROBERT B ZIGLAR JR DDS EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: ROBERT B ZIGLAR JR DDS

Form 5500-SF

FILING_RECEIVED

ROBERT B ZIGLAR JR DDS EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

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 ROBERT B ZIGLAR JR DDS.

Plan sponsor

Name

ROBERT B ZIGLAR JR DDS

EIN

56-1547706

Address

3608 NORTH ELM STREET SUITE A · GREENSBORO, NC · 27455

Phone

(336) 628-3775

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

2025-03-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

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