Original filing (PDF)20241113125727NAL0017269505001

BRUCE E. CARTER DMD, PC

Name: BRUCE E. CARTER DMD, PC — BRUCE E. CARTER DMD, PC 401K PLAN, Form 5500 (2023)
Creator: BRUCE E. CARTER DMD, PC

Form 5500-SF

FILING_RECEIVED

BRUCE E. CARTER DMD, PC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRUCE E. CARTER DMD, PC.

Plan sponsor

Name

BRUCE E. CARTER DMD, PC

EIN

58-2320341all filings

Address

751 OLD NORCROSS ROAD · LAWRENCEVILLE, GA · 30046

Phone

(770) 574-4540

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-10-30

Filed

2024-11-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

ADT DENTAL, LTD.

ADT DENTAL EMPLOYEE PROFIT SHARING PLAN

SANTOSH S. SOLANKI, D.D.S., A PROF. DENTAL CORP.

SANTOSH S. SOLANKI, D.D.S., A PROF. DENTAL CORP. DEFINED BENEFIT PENSION PLAN

MICHAEL L. KEIM, D.D.S., P.C.

MICHAEL L. KEIM, D.D.S., P.C. CASH BALANCE PLAN AND TRUST

HOLLY DOFFING DDS PA

ENDODONTIC ASSOCIATES OF ILLINOIS, P.C.

ENDODONTIC ASSOCIATES OF ILLINOIS, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.