Original filing (PDF)20250724141703NAL0007302320001

JOHN M. SCHULTE, DMD

Name: JOHN M. SCHULTE, DMD — JOHN M. SCHULTE, DMD PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JOHN M. SCHULTE, DMD

Form 5500-SF

FILING_RECEIVED

JOHN M. SCHULTE, DMD PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$727K

Net assets (EOY)

$727K

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 (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOHN M. SCHULTE, DMD.

Plan sponsor

Name

JOHN M. SCHULTE, DMD

EIN

61-0986826all filings

Address

2078 DIXIE HIGHWAY · FT. MITCHELL, KY · 41011

Phone

(859) 331-0763

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

2025-07-24

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

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

MARK A. SOWELL, D.D.S., P.A.

MARK A. SOWELL, DDS, P.C. 401(K) PROFIT SHARING PLAN

$727K · 1 participants

ZENT FAMILY DENTISTRY, LLC

ZENT FAMILY DENTISTRY 401(K) PLAN

$727K · 19 participants

SAMUEL L. COREY D.D.S. P.C.

SAMUEL L. COREY D.D.S. P.C. 401(K) PROFIT SHARING PLAN

$727K · 8 participants

SCHOMMER DENTAL, P.C

SCHOMMER DENTAL PROFIT SHARING PLAN

$727K · 8 participants

ROBERT S MURRAY D D S A

ROBERT F MURRAY DDS 401(K)

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.