How big is Joseph M. Perry, D.D.S., P.A.'s plan?

Joseph M. Perry, D.D.S., P.A.'s plan reported $5.8M in assets and 9 participants for 2025.

Original filing (PDF)20260508080740NAL0002943347001

Joseph M. Perry, D.D.S., P.A.

Name: Joseph M. Perry, D.D.S., P.A. — Joseph M. Perry, D., Form 5500 (2025)
Creator: Joseph M. Perry, D.D.S., P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joseph M. Perry, D. D. S. , P. A. 401(k) Profit Sharing Plan

401(k) retirement plan · Joseph M. Perry, D.D.S., P.A.'s Joseph M. Perry, D. D. S. , P. A. 401(k) Profit Sharing Plan held $5.8M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

Plan identifiers

Joseph M. Perry, D.D.S., P.A.'s EIN is 56-2224436.

EIN 56-2224436

Plan number 001

Plan year 2025

ACK ID 20260508080740NAL0002943347001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Joseph M. Perry, D.D.S., P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Joseph M. Perry, D.D.S., P.A.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

JOSEPH M. PERRY, D.D.S., P.A.

EIN

all filings

Address

1116 DAVIE AVENUE · STATESVILLE, NC · 28677

Phone

(704) 873-6451

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator