Original filing (PDF)20250612204157NAL0049805474001

JAMES D. WHITEHEAD, III DMD MS, P.A.

Name: JAMES D. WHITEHEAD, III DMD MS, P.A. — JAMES D. WHITEHEAD, III DMD MS, P.A. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JAMES D. WHITEHEAD, III DMD MS, P.A.

Form 5500-SF

FILING_RECEIVED

JAMES D. WHITEHEAD, III DMD MS, P.A. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

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 JAMES D. WHITEHEAD, III DMD MS, P.A..

Plan sponsor

Name

JAMES D. WHITEHEAD, III DMD MS, P.A.

EIN

58-2447109

Address

203 MALLARD LAKES DRIVE · LEXINGTON, SC · 29072

Phone

(803) 996-5100

Industry

Offices of Physicians· 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

2025-06-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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