· 2022–2024 · DOL EFAST2

HELTON FAMILY DENTAL CARE, P.A. — HELTON FAMILY DENTAL CARE, P.A. RETIREMENT PLAN & TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250512080221NAL0037508578001

HELTON FAMILY DENTAL CARE, P.A.

Form 5500-SF

FILING_RECEIVED

HELTON FAMILY DENTAL CARE, P.A. RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

15

Accounts w/ balance

18

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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

65

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 HELTON FAMILY DENTAL CARE, P.A..

Plan sponsor

Name

HELTON FAMILY DENTAL CARE, P.A.

EIN

64-0927025

Address

1202 GUY PICKLE DRIVE · AMORY, MS · 38821

Phone

(662) 257-9700

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

2025-05-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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CHRISTOPHER J. MAGIERA, DMD, P.C.