· 2022–2024 · DOL EFAST2

WILLIAM F. DRAKE, JR., D.D.S. — WILLIAM F. DRAKE, JR., D.D.S. EMPLOYEES' PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250507143342NAL0010732065001

WILLIAM F. DRAKE, JR., D.D.S.

Form 5500-SF

FILING_RECEIVED

WILLIAM F. DRAKE, JR., D.D.S. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

0

Accounts w/ balance

6

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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

77

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM F. DRAKE, JR., D.D.S..

Plan sponsor

Name

WILLIAM F. DRAKE, JR., D.D.S.

EIN

62-1185404

Address

1918 WIMBLEDON BLVD. · MARYVILLE, TN · 37803

Phone

(865) 250-9472

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

2025-05-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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

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