Original filing (PDF)20251031142435NAL0003079985001

JAMES L. CASSIDY, D.D.S., P.A.

Name: JAMES L. CASSIDY, D.D.S., P.A. — JAMES L CASSIDY, DDS, PA 401(K) PS PLAN, Form 5500 (2024)
Creator: JAMES L. CASSIDY, D.D.S., P.A.

Form 5500-SF

FILING_RECEIVED

JAMES L CASSIDY, DDS, PA 401(K) PS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 JAMES L. CASSIDY, D.D.S., P.A..

Plan sponsor

Name

JAMES L. CASSIDY, D.D.S., P.A.

EIN

58-1088288

Address

148 COLLEGE ST · MACON, GA · 31201

Phone

(478) 745-0227

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-10-31

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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