· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
W. CLAY LISENBY, D.D.S., P.C. — W. CLAY LISENBY, D.D.S., P.C. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251006181957NAL0002085475001
W. CLAY LISENBY, D.D.S., P.C.
Form 5500-SF
FILING_RECEIVED
W. CLAY LISENBY, D.D.S., P.C. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
7
Accounts w/ balance
16
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
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
W. CLAY LISENBY, D.D.S., P.C.
.
Find decision makers
Plan sponsor
Name
W. CLAY LISENBY, D.D.S., P.C.
EIN
58-2060200
Address
6336 PEAKE RD · MACON, GA · 312103960
Phone
(478) 330-5130
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
2025-10-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
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
Related plans
Similar-size Offices of Dentists plans
AMBERLY FAMILY DENTISTRY, P.A.
AMBERLY FAMILY DENTISTRY 401(K) PLAN
$4.1M · 7 participants
DRS. FRANKEL & PUHL, INC.
FRANKEL FAMILY & COSMETIC DENTISTRY RETIREMENT & SAVINGS PLAN
$4.1M · 213 participants
GLENN D YOWELL, DDS, PC
GLENN D. YOWELL, DDS, PC 401(K) PLAN
$4.1M · 8 participants
PARK AVENUE DENTISTRY OF YONKERS, PLLC
PARK AVENUE DENTISTRY OF YONKERS, PLLC DEFINED BENEFIT PLAN
$4.1M · 11 participants
RICHARD B SHIPP DDS
RICHARD B SHIPP DDS 401K PROFIT SHARING PLAN
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.
$4.1M · 5 participants
NORTHERN VIRGINIA ORAL , MAXILOFACIAL AND IMPLANT SURGERY, PC
NORTHERN VIRGINIA ORAL, MAXILLOFACIAL AND IMPLANT SURGERY, PC 401(K) PLAN
$4.1M · 32 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants