· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THOMAS R. ANDERSON, DDS — THOMAS R. ANDERSON, DDS PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250616084932NAL0000411235001
THOMAS R. ANDERSON, DDS
Form 5500-SF
FILING_RECEIVED
THOMAS R. ANDERSON, DDS PROFIT SHARING PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THOMAS R. ANDERSON, DDS
.
Find decision makers
Plan sponsor
Name
THOMAS R. ANDERSON, DDS
EIN
75-1778978
Address
14514 CHAMBLESS LN · KEMP, TX · 751434707
Phone
(903) 498-8757
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-06-16
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
FRUITA CANYAON DENTAL
FRUITA CANYAON DENTAL 401(K) PLAN
$2.2M · 25 participants
BLEVINS DENTISTRY, P.A.
BLEVINS DENTISTRY, P.A. PROFIT SHARING PLAN & TRUST
$2.2M · 10 participants
COLE FAMILY DENTISTRY, LLC
COLE FAMILY DENTISTRY, L.L.C. 401(K) PROFIT SHARING PLAN
$2.2M · 3 participants
DR. ANDREW G. TOTH
DR. ANDREW G. TOTH RETIREMENT PLAN
$2.2M · 6 participants
MARK A. MICHNA, D.D.S. A PROFESSIONAL CORPORATION
MARK A. MICHNA, D.D.S. 401(K) SAFE HARBOR PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.2M
D GREGORY LOPOUR, DDS, SMILES BY DESIGN, PA
D GREGORY LOPOUR, DDS, SMILES BY DESIGN, PA 401(K) PROFIT SHARING PLAN
$2.2M · 15 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants
