Original filing (PDF)20250723111137NAL0008436178001

LEEANN S. EVANS, DDS, MS AND MERRELL I. FRAMPTON, DDS, PLLC

Name: LEEANN S. EVANS, DDS, MS AND MERRELL I. FRAMPTON, DDS, PLLC — EVANS AND FRAMPTON ORTHODONTICS RETIREMENT PLAN & TRUST, Form 5500 (2024)
Creator: LEEANN S. EVANS, DDS, MS AND MERRELL I. FRAMPTON, DDS, PLLC

Form 5500-SF

FILING_RECEIVED

EVANS AND FRAMPTON ORTHODONTICS RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 LEEANN S. EVANS, DDS, MS AND MERRELL I. FRAMPTON, DDS, PLLC.

Plan sponsor

Name

LEEANN S. EVANS, DDS, MS AND MERRELL I. FRAMPTON, DDS, PLLC

EIN

83-3155749

Address

5700 CITRUS BLVD. · SUITE C · NEW ORLEANS, LA · 70123

Phone

(504) 301-3413

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

2025-07-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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