Original filing (PDF)20250731144941NAL0005424385001

WILLIAM J. WHITNEY, D.D.S.

Name: WILLIAM J. WHITNEY, D.D.S. — WILLIAM J. WHITNEY, D.D.S. 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: WILLIAM J. WHITNEY, D.D.S.

Form 5500-SF

FILING_RECEIVED

WILLIAM J. WHITNEY, D.D.S. 401(K) RETIREMENT 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 WILLIAM J. WHITNEY, D.D.S..

Plan sponsor

Name

WILLIAM J. WHITNEY, D.D.S.

EIN

83-3398823

Address

P.O. BOX 1356 · DAMARISCOTTA, ME · 04543

Phone

(207) 563-5222

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

2025-07-31

Pension benefit codes

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

2J · 401(k) feature

2E · Profit-sharing

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2K · 401(m) arrangement

Service providers (Schedule C)

Small plans don't disclose service providers

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