Original filing (PDF)20250428115204NAL0027071922001

MACDONALD & WHALEY, D.D.S., P.A.

Name: MACDONALD & WHALEY, D.D.S., P.A. — MACDONALD & WHALEY, D.D.S., P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: MACDONALD & WHALEY, D.D.S., P.A.

Form 5500-SF

FILING_RECEIVED

MACDONALD & WHALEY, D.D.S., P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

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 MACDONALD & WHALEY, D.D.S., P.A..

Plan sponsor

Name

MACDONALD & WHALEY, D.D.S., P.A.

EIN

56-1919017

Address

9924 HIGHWAY 311 SOUTH · ARCHDALE, NC · 27263

Phone

(336) 434-3186

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

2025-04-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

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