Original filing (PDF)20250926153903NAL0010289840001

THOMAS P. HALE, D.D.S., P.L.

Name: THOMAS P. HALE, D.D.S., P.L. — THOMAS P. HALE, D.D.S., PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THOMAS P. HALE, D.D.S., P.L.

Form 5500-SF

FILING_RECEIVED

THOMAS P. HALE, D.D.S., PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 THOMAS P. HALE, D.D.S., P.L..

Plan sponsor

Name

THOMAS P. HALE, D.D.S., P.L.

EIN

65-1037698

Address

9180 GALLERIA COURT, SUITE 100 · NAPLES, FL · 34109

Phone

(239) 593-0880

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

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

Related plans

Similar-size Offices of Dentists plans

ROSEVILLE DENTAL GROUP

ROSEVILLE DENTAL GROUP 401(K) PROFIT SHARING PLAN

$1.7M · 22 participants

DENTAL DESIGN SPECIALISTS, PLLC

DENTAL DESIGN SPECIALISTS, PLLC 401(K) PROFIT SHARING PLAN

$1.7M · 12 participants

BRIAN FORD, D.M.D.

BRIAN FORD, D.M.D. PROFIT SHARING PLAN

$1.7M · 4 participants

JOHN T.A. ROMANO, D.D.S., INC.

JOHN T.A. ROMANO, D.D.S., INC. 401(K) PLAN

$1.7M · 9 participants

VIVA DENTAL, PA

VIVA DENTAL, PA 401(K) PROFIT SHARING PLAN