How big is Jay E. Boatwright, III, D.M.D., PA's plan?

Jay E. Boatwright, III, D.M.D., PA's plan reported $3.7M in assets and 6 participants for 2025.

Original filing (PDF)20260303155757NAL0005665266001

Jay E. Boatwright, III, D.M.D., PA

Name: Jay E. Boatwright, III, D.M.D., PA — Jay E. Boatwrig, Form 5500 (2025)
Creator: Jay E. Boatwright, III, D.M.D., PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jay E. Boatwright, III, D.M.D., P.A. 401(k) Plan

401(k) retirement plan · Jay E. Boatwright, III, D.M.D., PA's Jay E. Boatwright, III, D.M.D., P.A. 401(k) Plan held $3.7M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Jay Boatwright signed Jay E. Boatwright, III, D.M.D., PA's 2025 Form 5500 as plan administrator.

Jay Boatwright — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jay E. Boatwright, III, D.M.D., PA's EIN is 59-3707985.

EIN 59-3707985

Plan number 001

Plan year 2025

ACK ID 20260303155757NAL0005665266001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jay E. Boatwright, III, D.M.D., PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jay E. Boatwright, III, D.M.D., PA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAY E. BOATWRIGHT, III, D.M.D., PA.

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Plan health score

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

JAY E. BOATWRIGHT, III, D.M.D., PA

EIN

all filings

Address

914 E. ROYCE STREET · PENSACOLA, FL · 32503

Phone

(850) 476-8180

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator