Original filing (PDF)20250402105420NAL0013200880001

MICHAEL E. POPE, DMD, PSC

Name: MICHAEL E. POPE, DMD, PSC — MICHAEL E. POPE, DMD, PSC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: MICHAEL E. POPE, DMD, PSC

Form 5500-SF

FILING_RECEIVED

MICHAEL E. POPE, DMD, PSC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 MICHAEL E. POPE, DMD, PSC.

Plan sponsor

Name

MICHAEL E. POPE, DMD, PSC

EIN

61-1253891

Address

152 PARKERS MILL ROAD, SUITE A · SOMERSET, KY · 42501

Phone

(606) 678-0874

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

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

DRS SMITH & IVERS PLLC

ALBRIGHT & SMITH PROFIT SHARING PLAN

$1.9M · 9 participants

FRANK D. WILLIAMSON, D.M.D.

FRANK D. WILLIAMSON, D.M.D. 401(K) RETIREMENT PLAN

$1.9M · 5 participants

OMS ASSOCIATES, LTD

OMS ASSOCIATES, LTD 401(K) PROFIT SHARING PLAN

$1.9M · 5 participants

LECLAIR DENTAL, LLC

LECLAIR DENTAL, LLC 401(K) PROFIT SHARING PLAN

$1.9M · 12 participants

PAUL PENZI, DDS

PAUL PENZI, DDS PROFIT SHARING PLAN

$1.9M · 2 participants