Original filing (PDF)20251001115753NAL0005910243001

FRANCES M. JONES, D.D.S., M.A.G.D.

Name: FRANCES M. JONES, D.D.S., M.A.G.D. — FRANCES M. JONES, D.D.S., 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FRANCES M. JONES, D.D.S., M.A.G.D.

Form 5500-SF

FILING_RECEIVED

FRANCES M. JONES, D.D.S., 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 FRANCES M. JONES, D.D.S., M.A.G.D..

Plan sponsor

Name

FRANCES M. JONES, D.D.S., M.A.G.D.

EIN

76-0666926

Address

919 MILAM STREET, STE 110 · HOUSTON, TX · 770025349

Phone

(713) 655-1633

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

2025-10-01

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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