Original filing (PDF)20251015145944NAL0006532384001

ROBERT DEVOLL, D.D.S., PH.D. D/B/A CLEAR LAKE PERIODONTICS

Name: ROBERT DEVOLL, D.D.S., PH.D. D/B/A CLEAR LAKE PERIODONTICS — CLEAR LAKE PERIODONTICS 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ROBERT DEVOLL, D.D.S., PH.D. D/B/A CLEAR LAKE PERIODONTICS

Form 5500-SF

FILING_RECEIVED

CLEAR LAKE PERIODONTICS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 ROBERT DEVOLL, D.D.S., PH.D. D/B/A CLEAR LAKE PERIODONTICS.

Plan sponsor

Name

ROBERT DEVOLL, D.D.S., PH.D. D/B/A CLEAR LAKE PERIODONTICS

DBA

CLEAR LAKE PERIODONTICS

EIN

76-0682280

Address

450 N TEXAS AVE. · SUITE D · WEBSTER, TX · 77598

Phone

(281) 338-1760

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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

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)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

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VOLKMAR I FELAHY, DDS, A PROFESSIONAL CORPORATION