· 2022–2024 · DOL EFAST2

DONNA J BAREFIELD DDS PC — DONNA J. BAREFIELD, D.D.S. PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20251218130531NAL0008269312001

DONNA J BAREFIELD DDS PC

Form 5500-SF

FILING_RECEIVED

DONNA J. BAREFIELD, D.D.S. PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 2

Late filing · 1.1 moHigh average account balance

Active participants

10

Accounts w/ balance

2

Plan assets (EOY)

$711K

Net assets (EOY)

$711K

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

96

Total plan cost

n/a

Plan health

64

Vendor & structure

100

Knocking points off

Filed 1.1 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DONNA J BAREFIELD DDS PC.

Plan sponsor

Name

DONNA J BAREFIELD DDS PC

EIN

75-2298519all filings

Address

400 E HIGHWAY 67 · DUNCANVILLE, TX · 751374157

Phone

(214) 339-5150

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

2025-12-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

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