Original filing (PDF)20250702112510NAL0032863970001

GERMANTOWN BARTLETT ORAL AND MAXILLOFACIAL SURGERY

Name: GERMANTOWN BARTLETT ORAL AND MAXILLOFACIAL SURGERY — GERMANTOWN BARTLETT ORAL & MAXILLOFACIAL SURGERY, PC 401(K) PSP, Form 5500 (2024)
Creator: GERMANTOWN BARTLETT ORAL AND MAXILLOFACIAL SURGERY

Form 5500-SF

FILING_RECEIVED

GERMANTOWN BARTLETT ORAL & MAXILLOFACIAL SURGERY, PC 401(K) PSP

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.1M

Net assets (EOY)

$10.1M

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 GERMANTOWN BARTLETT ORAL AND MAXILLOFACIAL SURGERY.

Plan sponsor

Name

GERMANTOWN BARTLETT ORAL AND MAXILLOFACIAL SURGERY

EIN

62-1387563

Address

2136 EXETER SUITE 202 · GERMANTOWN, TN · 38138

Phone

(901) 754-8002

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

2025-07-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

ORAL & MAXILLOFACIAL SURGERY ASSOCIATES OF WESTERN MICHIGAN, PLC

ORAL & MAXILLOFACIAL SURGERY ASSOCIATES OF WESTERN MICHIGAN, PLC 401(K) PROFIT-SHARING PLAN

$10.1M · 30 participants

JASPER L. LEWIS, JR., D.D.S., P.A.

JASPER L. LEWIS, JR., D.D.S., P.A. PROFIT SHARING PLAN AND TRUST

$10.1M · 30 participants

THE DOWNTOWN DENTAL GROUP, S.C.

THE DOWNTOWN DENTAL GROUP, S.C. 401(K) PLAN

$10.1M · 14 participants

EAST MAIN DENTAL CENTER LLP

EAST MAIN DENTAL CENTER LLP 401(K) DEFERRED COMPENSATION PLAN

$10.0M · 29 participants