Original filing (PDF)20250430100810NAL0003569474001

JOSEPH O. DUNKUM, DMD

Name: JOSEPH O. DUNKUM, DMD — JOSEPH O. DUNKUM, DMD PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JOSEPH O. DUNKUM, DMD

Form 5500-SF

FILING_RECEIVED

JOSEPH O. DUNKUM, DMD PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 JOSEPH O. DUNKUM, DMD.

Plan sponsor

Name

JOSEPH O. DUNKUM, DMD

EIN

61-0673062

Address

4091 HWY 235 · NANCY, KY · 425448560

Phone

(606) 679-3277

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

2025-04-30

Pension benefit codes

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

3B · Covers self-employed individuals

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

GREATER CHARLOTTE ORAL & FACIAL SURGERY, P.A.

GREATER CHARLOTTE ORAL AND FACIAL SURGERY 401(K) PLAN

$1.2M · 1 participants

HAWLEY LANE DENTAL

HAWLEY LANE DENTAL 401K PLAN

$1.2M · 10 participants

JEFFREY P. DAVIS, DDS, P.C.

JEFFREY P. DAVIS, DDS, P.C. PROFIT SHARING PLAN

$1.2M · 2 participants

BETH BRUNNER, DMD, PLLC/DBA LAKE PLACID ORAL SURGERY

LAKE PLACID ORAL SURGERY 401(K) PLAN

$1.2M · 2 participants

INGRAM DENTAL CLINIC, PC

INGRAM DENTAL CLINIC CASH BALANCE PENSION PLAN