Original filing (PDF)20241001113045NAL0003221827001

R. CRAIG ALLEN, D.M.D., P.S.C.

Name: R. CRAIG ALLEN, D.M.D., P.S.C. — R. CRAIG ALLEN, D.M.D., P.S.C. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: R. CRAIG ALLEN, D.M.D., P.S.C.

Form 5500-SF

FILING_RECEIVED

R. CRAIG ALLEN, D.M.D., P.S.C. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 R. CRAIG ALLEN, D.M.D., P.S.C..

Plan sponsor

Name

R. CRAIG ALLEN, D.M.D., P.S.C.

EIN

61-0938871

Address

520 NOEL AVENUE · HOPKINSVILLE, KY · 42240

Phone

(270) 885-4156

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2024-10-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

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

Related plans

Similar-size Offices of Dentists plans

DENTAL HEALTH ASSOCIATES OF ALEXANDRIA, P.A.

DENTAL HEALTH ASSOCIATES OF ALEXANDRIA, P.A. CASH BALANCE PLAN

$1.1M · 14 participants

NEW HAVEN ORAL AND MAXILLOFACIAL

NEW HAVEN ORAL AND MAXILLOFACIAL PROFIT SHARING PLAN

$1.1M · 10 participants

REED ORTHODONTICS, PLLC

REED ORTHODONTICS, PLLC EMPLOYEES' RETIREMENT PLAN

$1.1M · 4 participants

J. GLENN RUTHERFORD D.D.S. P.C.

J. GLENN RUTHERFORD D. D. S. P. C. 401(K) PROFIT SHARING PLAN

$1.1M · 8 participants

SOUTHSIDE DENTAL CENTER DBA DEREK ABRAMOWSKI DDS