· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JOSEPH M. PERRY, D.D.S., P.A. — JOSEPH M. PERRY, D. D. S. , P. A. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250507081832NAL0006811203001
JOSEPH M. PERRY, D.D.S., P.A.
Form 5500-SF
FILING_RECEIVED
JOSEPH M. PERRY, D. D. S. , P. A. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
15
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JOSEPH M. PERRY, D.D.S., P.A.
.
Find decision makers
Plan sponsor
Name
JOSEPH M. PERRY, D.D.S., P.A.
EIN
56-2224436
Address
1116 DAVIE AVENUE · STATESVILLE, NC · 28677
Phone
(704) 873-6451
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-05-07
Pension benefit codes
2E · Profit-sharing
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)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
BRIDGEVIEW DENTAL ASSOCIATES, LLC
BRIDGEVIEW DENTAL ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN
$4.9M · 10 participants
LITTLEJOHN & BARBI ORTHODONTICS PLLC
LITTLEJOHN & BARBI ORTHODONTICS EMPLOYEE'S DEFERRED SAVINGS & PROFIT SHARING PLAN
$4.9M · 12 participants
TUDOR CITY DENTAL PC
TUDOR CITY DENTAL 401(K) PLAN
$4.9M · 17 participants
JEFFREY B. BAYME, DMD, LLC
JEFFREY B. BAYME, DMD, LLC PROFIT SHARING PLAN
$4.9M · 8 participants
BELL & CROCKER LLC
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
BELL & CROCKER LLC 401(K) PROFIT SHARING PLAN
$4.9M · 9 participants
JEFFREY S. ROEDER, DMD, PA
JEFFREY S. ROEDER, DMD, PA 401(K) PLAN
$4.9M · 11 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
