Original filing (PDF)20250731105303NAL0012967458001

JOHN P. SHEA, M.D., P.A

Name: JOHN P. SHEA, M.D., P.A — JOHN P. SHEA, M.D., P.A. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JOHN P. SHEA, M.D., P.A

Form 5500-SF

FILING_RECEIVED

JOHN P. SHEA, M.D., P.A. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$854K

Net assets (EOY)

$854K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOHN P. SHEA, M.D., P.A.

Plan sponsor

Name

JOHN P. SHEA, M.D., P.A

EIN

75-1783520all filings

Address

11797 S FREEWAY STE 132 · BURLESON, TX · 76028

Phone

(817) 551-1010

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

2025-07-31

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

KELLY HOLLIS DDS PC

KELLY HOLLIS DDS PC PROFIT SHARING PLAN

$854K · 6 participants

SMALLWOOD DENTAL SOLUTIONS, P.C.

SMALLWOOD DENTAL SOLUTIONS, P.C. EMPLOYEES' PROFIT SHARING PLAN

$854K · 11 participants

RIES ORTHODONTICS INC

RIES ORTHODONTICS 401(K)

$854K · 7 participants

DANIEL D. WICOREK, D.D.S., INC.

DANIEL D. WICOREK, D. D. S. , INC. 401(K) PROFIT SHARING PLAN

$853K · 7 participants

BASMA FALLAH, DDS, MSD, PLLC

BASMA FALLAH, D.D.S., MSD, PLLC 401(K) RETIREMENT PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.