· 2022–2024 · DOL EFAST2

W. Roger Long, D.D.S., P.A. — W. Roger Long, D.D.S., Form 5500 (2025)

Original filing (PDF)20260610133437NAL0005154579001

W. Roger Long, D.D.S., P.A.

Form 5500-SF

FILING_RECEIVED

W. Roger Long, D.D.S., P.A. 401(k) Profit Sharing Plan

401(k) retirement plan · W. Roger Long, D.D.S., P.A.'s W. Roger Long, D.D.S., P.A. 401(k) Profit Sharing Plan held $3.0M in plan assets for 14 participants in 2025.

Active participants

14

Accounts w/ balance

19

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

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

76

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. ROGER LONG, D.D.S., P.A..

Plan sponsor

Name

W. ROGER LONG, D.D.S., P.A.

EIN

65-1076951all filings

Address

1511 SOUTH 25TH STREET · FORT PIERCE, FL · 34947

Phone

(772) 464-2943

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-10

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

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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