How big is Welborne, White & Schmidt Dentistry Partnership's plan?

Welborne, White & Schmidt Dentistry Partnership's plan reported $9.0M in assets and 22 participants for 2024.

Original filing (PDF)20250911091355NAL0000855170001

Welborne, White & Schmidt Dentistry Partnership

Name: Welborne, White & Schmidt Dentistry Partnership — Form 5500 Plan 001 (2024)
Creator: Welborne, White & Schmidt Dentistry Partnership
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Welborne, White & Schmidt Retirement Plan & Trust

401(k) retirement plan · Welborne, White & Schmidt Dentistry Partnership's Welborne, White & Schmidt Retirement Plan & Trust held $9.0M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.0M

Net assets (EOY)

$9.0M

Plan identifiers

Welborne, White & Schmidt Dentistry Partnership's EIN is 56-2124028.

EIN 56-2124028

Plan number 001

Plan year 2024

ACK ID 20250911091355NAL0000855170001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Welborne, White & Schmidt Dentistry Partnership from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Welborne, White & Schmidt Dentistry Partnership's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WELBORNE, WHITE & SCHMIDT DENTISTRY PARTNERSHIP.

Finding similar companies…

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

Vendor & structure

100

Helping the score