Original filing (PDF)20250908163545NAL0032896176001

JEFFREY H. WORLEY, DMD, INC.

Name: JEFFREY H. WORLEY, DMD, INC. — JEFFREY H. WORLEY, DMD, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JEFFREY H. WORLEY, DMD, INC.

Form 5500-SF

FILING_RECEIVED

JEFFREY H. WORLEY, DMD, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 JEFFREY H. WORLEY, DMD, INC..

Plan sponsor

Name

JEFFREY H. WORLEY, DMD, INC.

EIN

63-1251603

Address

PO BOX 876 · 403 BRANTLEY STREET · OPP, AL · 36467

Phone

(334) 493-4841

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

2025-09-08

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

H.E. & T.A. RECHTIN, DDS, PC

RECHTIN FAMILY & COSMETIC DENTISTRY 401(K) PLAN

$2.3M · 9 participants

BA & WE TRUMMER, DDS LLC

BA & WE TRUMMER, D.D.S., LLC 401(K) PLAN

$2.3M · 7 participants

WESTERN RESERVE ORAL & MAXILLOFACIAL SURGERY, INC.

WESTERN RESERVE ORAL & MAXILLOFACIAL SURGERY, INC. 401(K) PLAN

$2.3M · 8 participants

ANDREW C. PALMER DENTISTRY, LLC

ANDREW C. PALMER DENTISTRY LLC 401(K) PROFIT SHARING PLAN

$2.3M · 21 participants

RICHARD S. BAUM, DMD PROFIT SHARING PLAN