· 2022–2024 · DOL EFAST2

JEFFREY A. LOFTIN, D.D.S., P.A. — JEFFREY A. LOFTIN, D.D.S., P.A. 401K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250403125253NAL0010250193001

JEFFREY A. LOFTIN, D.D.S., P.A.

Form 5500-SF

FILING_RECEIVED

JEFFREY A. LOFTIN, D.D.S., P.A. 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

6

Accounts w/ balance

6

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

74

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFREY A. LOFTIN, D.D.S., P.A..

Plan sponsor

Name

JEFFREY A. LOFTIN, D.D.S., P.A.

EIN

56-1899428

Address

1944 HENDERSONVILLE ROAD · ASHEVILLE, NC · 28803

Phone

(828) 684-2811

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

2025-04-03

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

C. THOMAS FITTS, III, D.M.D., P.A.

C. THOMAS FITTS, III, D.M.D., P.A., 401(K) PLAN

BELLA DENTAL CARE, PLLC

BELLA DENTAL CARE 401(K) PLAN

$2.3M · 5 participants

JEFFREY M. DRESSEL, DDS PC

JEFFREY M. DRESSEL, DDS PC 401(K) PROFIT SHARING PLAN AND TRUST

$2.3M · 11 participants

CASSANDRA L. ZIRBEL DDS, MS LTD

ZIRBEL ORTHODONTICS RETIREMENT PLAN & TRUST

$2.3M · 16 participants

CANNON FAMILY DENTISTRY, LLC

CANNON FAMILY DENTISTRY, LLC 401(K) PROFIT SHARING PLAN AND TRUST