Original filing (PDF)20250515110510NAL0030551344001

CHARLES D. THOMAS, DMD ,PA

Name: CHARLES D. THOMAS, DMD ,PA — CHARLES D. THOMAS, DMD, PA PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: CHARLES D. THOMAS, DMD ,PA

Form 5500-SF

FILING_RECEIVED

CHARLES D. THOMAS, DMD, PA PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 D. THOMAS, DMD ,PA.

Plan sponsor

Name

CHARLES D. THOMAS, DMD ,PA

EIN

59-2197011

Address

5382 S SUNCOAST BLVD · HOMOSASSA, FL · 34446

Phone

(352) 628-5635

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

2025-05-15

Pension benefit codes

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

CONNECTICUT ENDODONTICS, LLC

CONNECTICUT ENDODONTICS, LLC 401(K) PROFIT SHARING PLAN

$1.7M · 4 participants

HENDERSON & GOSLEE FAMILY DENTISTRY, P.C.

HENDERSON & GOSLEE DENTISTRY, P.C. PROFIT SHARING PLAN

$1.7M · 11 participants

RONALD L KOHLBRAND DDS PA

RONALD L KOHLBRAND DDS PA 401(K) PLAN

$1.7M · 7 participants

DANIEL COHEN, DDS, P.C.

DENTAL CARE 4 KIDS CASH BALANCE PLAN

$1.7M · 13 participants

HOPKINTON DENTAL ASSOCIATES, P.C.

HOPKINTON DENTAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN