Original filing (PDF)20250908161157NAL0032880784001

STEVEN H. PRATT, D.D.S., F.A.G.D.

Name: STEVEN H. PRATT, D.D.S., F.A.G.D. — STEVEN H. PRATT, D.D.S., F.A.G.D., PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: STEVEN H. PRATT, D.D.S., F.A.G.D.

Form 5500-SF

FILING_RECEIVED

STEVEN H. PRATT, D.D.S., F.A.G.D., PROFIT SHARING PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

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 STEVEN H. PRATT, D.D.S., F.A.G.D..

Plan sponsor

Name

STEVEN H. PRATT, D.D.S., F.A.G.D.

EIN

75-1873078

Address

903 WEST MAIN · ATLANTA, TX · 75551

Phone

(903) 796-6102

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

2025-09-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3B · Covers self-employed individuals

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

WILLIAM A. ALLISON, D.D.S.

WILLIAM A. ALLISON, D.D.S. PROFIT SHARING PLAN

$3.4M · 1 participants

ALAN A. SEZER, D.D.S., P.C.

ALAN A. SEZER, D.D.S., P.C. CASH BALANCE PENSION PLAN

$3.4M · 2 participants

DIRK STROBEL, DDS, PC

DIRK STROBEL, DDS PROFIT SHARING PLAN

$3.4M · 10 participants

KLAMATH SMILES LLC

KLAMATH SMILES LLC 401(K) PLAN PLAN

$3.4M · 16 participants

TRISHA A. KRAUSE, DMD, MS, PLLC

DR. TRISHA KRAUSE, DMD MS PROFIT SHARING PLAN