· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SIEGEL AND DOLT, PC — SIEGEL & DOLT, DDS 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250924120417NAL0007523585001
SIEGEL AND DOLT, PC
Form 5500-SF
FILING_RECEIVED
SIEGEL & DOLT, DDS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
16
Accounts w/ balance
15
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
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
SIEGEL AND DOLT, PC
.
Find decision makers
Plan sponsor
Name
SIEGEL AND DOLT, PC
EIN
58-2249466
Address
2751 BUFORD HIGHWAY, SUITE 302 · ATLANTA, GA · 30324
Phone
(404) 634-1277
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
2025-09-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
RINALDI ORTHODONTICS, INC.
RINALDI ORTHODONTICS, INC. PROFIT SHARING PLAN
$4.0M · 2 participants
ELMBROOK GENERAL DENTISTRY, S.C.
ELMBROOK GENERAL DENTISTRY, SC, PROFIT SHARING 401(K) PLAN
$4.0M · 14 participants
KIDS DENTAL CENTER, LLC
KIDS DENTAL CENTER, LLC P/S PLAN
$4.0M · 7 participants
DREW A. SHULMAN, D.M.D., P.C.
DREW A. SHULMAN, D.M.D., P.C. PROFIT SHARING PLAN & TRUST
$4.0M · 7 participants
SCHWEITZER DENTAL SERVICES, LTD.
SCHWEITZER FAMILY DENTAL, LTD. 401 (K)/PROFIT SHARING PLAN & TRUST
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.0M · 10 participants
SPOONWOOD DENTAL PARTNERS, PLLC
SPOONWOOD DENTAL PARTNERS 401(K) PS PLAN
$4.0M · 49 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
