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EDWARD S. BAILEY DDS PA — EDWARD S. BAILEY DDS PA RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250521101901NAL0003003760001
EDWARD S. BAILEY DDS PA
Form 5500-SF
FILING_RECEIVED
EDWARD S. BAILEY DDS PA RETIREMENT PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
4
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
86
/ 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
EDWARD S. BAILEY DDS PA
.
Find decision makers
Plan sponsor
Name
EDWARD S. BAILEY DDS PA
EIN
56-2262975
Address
100 KEYBRIDGE DR., STE D · MORRISVILLE, NC · 27560
Phone
(919) 678-8787
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
2025-05-21
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
67% balance-to-active ratio — below typical for a healthy 401(k).
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
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