Original filing (PDF)20250317084214NAL0001276307001

CHARLES A. MACHEMEHL, III, D.M.D., M.S.D., P.C., II

Name: CHARLES A. MACHEMEHL, III, D.M.D., M.S.D., P.C., II — CHARLES A. MACHEMEHL, III, D.M.D., M.S.D., P.C., II 401(K) PLAN, Form 5500 (2024)
Creator: CHARLES A. MACHEMEHL, III, D.M.D., M.S.D., P.C., II

Form 5500-SF

FILING_RECEIVED

CHARLES A. MACHEMEHL, III, D.M.D., M.S.D., P.C., II 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHARLES A. MACHEMEHL, III, D.M.D., M.S.D., P.C., II.

Plan sponsor

Name

CHARLES A. MACHEMEHL, III, D.M.D., M.S.D., P.C., II

EIN

58-2417244

Address

430 OLD HOMESTEAD TRAIL · JOHNS CREEK, GA · 30097

Phone

(770) 476-9356

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2025-03-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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

SPADAFORE ORTHODONTICS, INC.

CHARLES A. SPADAFORE, DDS PROFIT SHARING PLAN

$6.2M · 8 participants

MARTIN R. POLIN, D.M.D.

MARTIN R. POLIN PROFIT SHARING PLAN

$6.2M · 9 participants

MEHRAN FOTOVATJAH, DDS

MEHRAN FOTOVATJAH, DDS 401(K) PROFIT SHARING PLAN

$6.2M · 7 participants

THE DENTAL GROUP

THE DENTAL GROUP 401(K) PLAN

$6.2M · 23 participants

RONALD J. FISHER DDS PC

RONALD J. FISHER DDS PC PROFIT SHARING PLAN

$6.2M · 26 participants