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DUANE H. BEERS, D.M.D., P.C. — DUANE H. BEERS, D.M.D., P.C. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251010160207NAL0018450594001
DUANE H. BEERS, D.M.D., P.C.
Form 5500-SF
FILING_RECEIVED
DUANE H. BEERS, D.M.D., P.C. PROFIT SHARING PLAN AND TRUST
Defined-contribution retirement plan
Active participants
7
Accounts w/ balance
7
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DUANE H. BEERS, D.M.D., P.C.
.
Find decision makers
Plan sponsor
Name
DUANE H. BEERS, D.M.D., P.C.
EIN
85-0280827
Address
200 MANZANARES AVENUE E · SOCORRO, NM · 878014215
Phone
(575) 835-3662
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
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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