Original filing (PDF)20241227082658NAL0012989057001

WALTER J. JAMES, D.D.S.

Name: WALTER J. JAMES, D.D.S. — WALTER J. JAMES, D.D.S. CASH BALANCE PLAN, Form 5500 (2023)
Creator: WALTER J. JAMES, D.D.S.

Form 5500-SF

FILING_RECEIVED

WALTER J. JAMES, D.D.S. CASH BALANCE PLAN

Defined-benefit pension plan

Signals · 1

Late filing · 1.4 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Filed 1.4 months past the 10.5-month grace window.
Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALTER J. JAMES, D.D.S..

Plan sponsor

Name

WALTER J. JAMES, D.D.S.

EIN

83-0364163all filings

Address

915 SHREVEPORT BARKSDALE HWY. · SHREVEPORT, LA · 711052205

Phone

(318) 865-0249

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

WALTER J. JAMES, D.D.S.

EIN

83-0364163

City

SHREVEPORT, LA

Phone

(318) 865-0249

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-12-27

Pension benefit codes

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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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