Original filing (PDF)20250505125532NAL0008125025001

PAUL C. PERRY, D.D.S., M.S., PC

Name: PAUL C. PERRY, D.D.S., M.S., PC — PAUL C. PERRY, D.D.S., M.S., PC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PAUL C. PERRY, D.D.S., M.S., PC

Form 5500-SF

FILING_RECEIVED

PAUL C. PERRY, D.D.S., M.S., PC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

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 PAUL C. PERRY, D.D.S., M.S., PC.

Plan sponsor

Name

PAUL C. PERRY, D.D.S., M.S., PC

EIN

72-1405347

Address

3109 MAPLEWOOD DR · SULPHUR, LA · 706636201

Phone

(337) 625-5330

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

2025-05-05

Pension benefit codes

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

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

ROBERT H. SMITH, D.D.S., FREDERICK J. MEADOWS

SMITH MEADOWS & SMITH 401(K) PROFIT SHARING PLAN

$3.6M · 12 participants

JACKSON & JACKSON DENTAL, LLP

JACKSON & JACKSON DENTAL RETIREMENT PLAN & TRUST

$3.6M · 12 participants

TIMOTHY F. BUCKLEY, D.D.S., M.S., INC.

TIMOTHY F. BUCKLEY, D.D.S., M.S., INC. 401(K) PROFIT SHARING PLAN

$3.6M · 6 participants

DAVID H OKAWACHI DDS INC

DAVID H OKAWACHI DDS INC PROFIT SHARING PLAN

$3.6M · 5 participants

DENTAL EXPRESSIONS