Original filing (PDF)20250630090741NAL0006526755001

SHEFFIELD AND SHEFFIELD, DDS, PA

Name: SHEFFIELD AND SHEFFIELD, DDS, PA — SHEFFIELD AND SHEFFIELD, DDS, PA 401K PLAN, Form 5500 (2024)
Creator: SHEFFIELD AND SHEFFIELD, DDS, PA

Form 5500-SF

FILING_RECEIVED

SHEFFIELD AND SHEFFIELD, DDS, PA 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

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 SHEFFIELD AND SHEFFIELD, DDS, PA.

Plan sponsor

Name

SHEFFIELD AND SHEFFIELD, DDS, PA

EIN

59-1389157

Address

5150 MASON CORBIN COURT, SUITE 1 · FORT MYERS, FL · 33907

Phone

(239) 334-3636

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

WILLIAM H. MARAS, D.D.S., P.A.

MARAS DENTISTRY RETIREMENT PLAN & TRUST

$4.2M · 9 participants

CHAD E. JOHNSON, D.D.S., P.C.

CHAD E. JOHNSON, D.D.S., P.C. 401(K) PROFIT SHARING PLAN

$4.2M · 15 participants

DIPIKA SHAH DDS, LLC

DIPIKA T. SHAH, DDS FIDELITY PROFIT SHARING PLAN

$4.2M · 1 participants

MIDDLETOWN FAMILY DENTISTRY, P.A.

MIDDLETOWN FAMILY DENTISTRY, P.A. 401(K) PROFIT SHARING PLAN

$4.2M · 12 participants

PERIODONTAL ASSOCIATES, P.A.