Original filing (PDF)20250701133655NAL0018548032001

ALLISON CLARK DMD LLC

Name: ALLISON CLARK DMD LLC — ALLISON CLARK DMD LLC 401(K) PLAN, Form 5500 (2024)
Creator: ALLISON CLARK DMD LLC

Form 5500-SF

FILING_RECEIVED

ALLISON CLARK DMD LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$179K

Net assets (EOY)

$179K

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 ALLISON CLARK DMD LLC.

Plan sponsor

Name

ALLISON CLARK DMD LLC

EIN

82-3241552

Address

540 WEST MAIN STREET · NEW LEBANON, OH · 45345

Phone

(937) 687-0700

Industry

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

2025-07-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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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