Original filing (PDF)20250512105740NAL0038414450001

WILLIAM R KINCER PSP AND TRUST

Name: WILLIAM R KINCER PSP AND TRUST — WILLAM R KINCER PSP AND TRUST, Form 5500 (2023)
Creator: WILLIAM R KINCER PSP AND TRUST

Form 5500-SF

FILING_RECEIVED

WILLAM R KINCER PSP AND TRUST

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$217K

Net assets (EOY)

$217K

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 average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM R KINCER PSP AND TRUST.

Plan sponsor

Name

WILLIAM R KINCER PSP AND TRUST

EIN

58-1626974all filings

Address

3725 LAW-SUWANEE ROAD · SUITE B-2 · SUWANEE, GA · 30024

Phone

(678) 546-3323

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-08-01

Tax period

2024-07-31

Filed

2025-05-12

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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