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SAMUEL JASON LEDFORD, D.M.D., P.C. — JASON LEDFORD D.M.D., P.C. RETIREMENT PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250513192654NAL0013616547001
SAMUEL JASON LEDFORD, D.M.D., P.C.
Form 5500-SF
FILING_RECEIVED
JASON LEDFORD D.M.D., P.C. RETIREMENT PLAN & TRUST
401(k) retirement plan
Active participants
10
Accounts w/ balance
12
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
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
SAMUEL JASON LEDFORD, D.M.D., P.C.
.
Find decision makers
Plan sponsor
Name
SAMUEL JASON LEDFORD, D.M.D., P.C.
EIN
58-2380203
Address
84 SEASONS LANE, P.O. BOX 289 · HIAWASSEE, GA · 30546
Phone
(706) 896-4154
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
2025-05-13
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2A · Age/service weighted or new comparability
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
Service providers (Schedule C)
Small plans don't disclose service providers
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A ADVANCEMENTS IN DENTAL CARE
A ADVANCEMENTS IN DENTAL CARE, P.C. PROFIT SHARING PLAN AND TRUST
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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.
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