How big is James D. Whitehead, III DMD MS, P.A.'s plan?

James D. Whitehead, III DMD MS, P.A.'s plan reported $3.0M in assets and 14 participants for 2024.

Original filing (PDF)20250612204157NAL0049805474001

James D. Whitehead, III DMD MS, P.A.

Name: James D. Whitehead, III DMD MS, P.A. — James D., Form 5500 (2024)
Creator: James D. Whitehead, III DMD MS, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James D. Whitehead, III DMD MS, P.A. 401(k) Profit Sharing Plan

401(k) retirement plan · James D. Whitehead, III DMD MS, P.A.'s James D. Whitehead, III DMD MS, P.A. 401(k) Profit Sharing Plan held $3.0M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

James D. Whitehead, III DMD MS, P.A.'s EIN is 58-2447109.

EIN 58-2447109

Plan number 001

Plan year 2024

ACK ID 20250612204157NAL0049805474001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James D. Whitehead, III DMD MS, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James D. Whitehead, III DMD MS, P.A.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score