· 2022–2024 · DOL EFAST2

WILLIAM H. HARGRAVES, D.D.S. P.A. — WILLIAM H. HARGRAVES, D. D. S. , P. A. PROFIT SHARING PLAN, Form 5500 (2022) | Form 5500 Search

Original filing (PDF)20230929091650NAL0013307185001

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

Form 5500-SF

FILING_RECEIVED

WILLIAM H. HARGRAVES, D. D. S. , P. A. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

5

Accounts w/ balance

10

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan health score

97

/ 100

Grade A

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

91

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAM H. HARGRAVES, D.D.S. P.A..

Plan sponsor

Name

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

EIN

59-2480673

Address

620 OHIO AVENUE · LYNN HAVEN, FL · 32444

Phone

(850) 265-8983

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

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

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