Original filing (PDF)20240823150212NAL0006472417001

CHARLES E. DYER IV DDS MS PC

Name: CHARLES E. DYER IV DDS MS PC — CHARLES E. DYER IV DDS MS PC 401(K) & PROFIT SHARING PLAN, Form 5500 (2023)
Creator: CHARLES E. DYER IV DDS MS PC

Form 5500-SF

FILING_RECEIVED

CHARLES E. DYER IV DDS MS PC 401(K) & PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 CHARLES E. DYER IV DDS MS PC.

Plan sponsor

Name

CHARLES E. DYER IV DDS MS PC

EIN

71-1025293

Address

16316 SPRING CYPRESS RD. · CYPRESS, TX · 77429

Phone

(281) 304-9911

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-23

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

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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