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Original filing (PDF)20250915153645NAL0002039776001
GARY A BARTHOLOMEW DMD PC
Form 5500-SF
FILING_RECEIVED
GARY A BARTHOLOMEW DMD PC 401(K)SAFE HARBOR PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
13
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
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
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GARY A BARTHOLOMEW DMD PC.
Plan sponsor
Name
GARY A BARTHOLOMEW DMD PC
EIN
58-2517025
Address
3333 JODECO RD STE 202 · MCDONOUGH, GA · 30253
Phone
(770) 507-7435
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
2025-09-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
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 providersRelated plans
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