Original filing (PDF)20250424105813NAL0016195522001

WILLIAM J GEYER DDS PA

Name: WILLIAM J GEYER DDS PA — WILLIAM J GEYER DDS PA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: WILLIAM J GEYER DDS PA

Form 5500-SF

FILING_RECEIVED

WILLIAM J GEYER DDS PA 401(K) PROFIT SHARING PLAN & 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 WILLIAM J GEYER DDS PA.

Plan sponsor

Name

WILLIAM J GEYER DDS PA

EIN

59-2546083

Address

148 WHITAKER RD · LUTZ, FL · 335497611

Phone

(813) 949-3211

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

2025-04-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

KRISTEN M HARTMAN & KRISTI M TOLZMAN, DDS, SC

HARTMAN & TOLZMAN, DDS, SC, PROFIT SHARING PLAN

$1.7M · 9 participants

FRANCISCO H. BEZERRA, DDS, PA

FRANCISCO H. BEZERRA, DDS, PA 401(K) PLAN

$1.7M · 17 participants

MARCOS DENTAL CORPORATION

MARCOS DENTAL CORPORATION 401(K) PLAN

$1.7M · 9 participants

JOHN W. CROWDER, D.D.S., P.C.

JOHN W. CROWDER. D.D.S. P.C. RETIREMENT PLAN & TRUST

$1.7M · 6 participants

NARLA DMD INC.

NARLA DMD INC. CASH BALANCE PENSION PLAN