· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JOSEPH G. LOOPER, DMD, PC — JOSEPH G. LOOPER, DMD, PC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251006143830NAL0009226978001
JOSEPH G. LOOPER, DMD, PC
Form 5500-SF
FILING_RECEIVED
JOSEPH G. LOOPER, DMD, PC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
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
JOSEPH G. LOOPER, DMD, PC
.
Find decision makers
Plan sponsor
Name
JOSEPH G. LOOPER, DMD, PC
EIN
58-2271112
Address
1799 BRIARCLIFF ROAD, NE, SUITE E · ATLANTA, GA · 30306
Phone
(404) 872-3838
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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
JOHN ALBERT GUILLIOT, D.D.S., APDC
JOHN ALBERT GUILLIOT, D.D.S., APDC 401K PLAN AND TRUST
$1.0M · 10 participants
BROOKLINE DENTAL ASSOCIATES, L.L.C.
BROOKLINE DENTAL ASSOCIATES, L.L.C. PROFIT SHARING PLAN AND TRUST
$1.0M · 6 participants
KEVIN NIETZER, DMD, PA
KEVIN NIETZER, DMD, PA 401(K) PROFIT SHARING PLAN
$1.0M · 11 participants
STEPHEN J. VANYO, D.M.D., P.A.
STEPHEN J. VANYO, D.M.D., P.A. 401(K) SAFE HARBOR
$1.0M · 6 participants
JAMES H. KIM, D.D.S. AND MICHELLE Y KIM, D.D.S., INC.
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ARCH DENTAL CARE 401(K) PROFIT SHARING PLAN
$1.0M · 6 participants
GRACE HSIAO WU, DMD, MPH PLLC
GRACE HSIAO WU, DMD, MPH 401(K) PROFIT SHARING PLAN
$1.0M · 6 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
