Original filing (PDF)20260718184812NAL0005381251001

W L Faulkner DDS

Name: W L Faulkner DDS — Form 5500 (2025)
Creator: W L Faulkner DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

W L Faulkner DDS

401(k) retirement plan · W L Faulkner DDS held $18K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

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

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 W L FAULKNER DDS.

Plan sponsor

Name

W L FAULKNER DDS

EIN

65-0478128all filings

Address

8592 POTTER PARK DR. · STE. 150 · SARASOTA, FL · 34238

Phone

(941) 526-5758

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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