Original filing (PDF)20260226104634NAL0004217840001

JOEL C. PIERCY DDS, PC

Name: JOEL C. PIERCY DDS, PC — JOEL C. PIERCY, DDS, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: JOEL C. PIERCY DDS, PC

Form 5500-SF

FILING_RECEIVED

JOEL C. PIERCY, DDS, PC EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 JOEL C. PIERCY DDS, PC.

Plan sponsor

Name

JOEL C. PIERCY DDS, PC

EIN

62-1112212

Address

2319 BROWNS MILL ROAD · JOHNSON CITY, TN · 37601

Phone

(423) 282-1591

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

2024-08-01

Tax period

2025-07-31

Filed

2026-02-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

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