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BRIAN W. THOMAS, D.M.D., M.S., P.A. DBA THOMAS ORTHODONTICS — BRIAN W. THOMAS, D.M.D., M.S., P.A. DBA THOMAS ORTHODONTICS 401(K) PLA, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250412220336NAL0048727042011
BRIAN W. THOMAS, D.M.D., M.S., P.A. DBA THOMAS ORTHODONTICS
Form 5500-SF
FILING_RECEIVED
BRIAN W. THOMAS, D.M.D., M.S., P.A. DBA THOMAS ORTHODONTICS 401(K) PLA
401(k) retirement plan
Active participants
3
Accounts w/ balance
8
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BRIAN W. THOMAS, D.M.D., M.S., P.A. DBA THOMAS ORTHODONTICS
.
Find decision makers
Plan sponsor
Name
BRIAN W. THOMAS, D.M.D., M.S., P.A. DBA THOMAS ORTHODONTICS
EIN
59-3671838
Address
21521 VILLAGE LAKES SHPG CTR DR · LAND O LAKES, FL · 34638
Phone
(813) 948-9494
Industry
Health Care & Social Assistance
see all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-12
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
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Trustee / custodian
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Trustee phone
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