Original filing (PDF)20250723181431NAL0011222642001

BARONE & FORD, D.D.S., P.A.

Name: BARONE & FORD, D.D.S., P.A. — BARONE & FORD, D.D.S., P.A. 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BARONE & FORD, D.D.S., P.A.

Form 5500-SF

FILING_RECEIVED

BARONE & FORD, D.D.S., P.A. 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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 BARONE & FORD, D.D.S., P.A..

Plan sponsor

Name

BARONE & FORD, D.D.S., P.A.

EIN

56-1801158

Address

P.O. BOX 397 · 452 MATTHEWS-MINT HILL ROAD · MATTHEWS, NC · 281060397

Phone

(704) 847-9858

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

2025-07-23

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

DAVID S. VERSCHUEREN, DMD, MD, PLLC

NW ORAL & FACIAL SURGERY CASH BALANCE PENSION PLAN

$2.9M · 10 participants

CRAIG HEALY, D.D.S.

CRAIG HEALY, D.D.S. PROFIT SHARING PLAN

$2.9M · 3 participants

ELAINE TORRES MELENDEZ DMD

ELAINE TORRES MELENDEZ DMD PROFIT SHARING PLAN

$2.9M · 5 participants

KENNETH E. MOORE, DDS

KENNETH E. MOORE DDS PROFIT SHARING PLAN

$2.9M · 6 participants

CHARLES M. ARITA, D.D.S. INC.

CHARLES M. ARITA, D.D.S. INC. 401(K) PROFIT SHARING PLAN