Original filing (PDF)20250729153019NAL0001442659001

LESLIE I. DAVIS, B.D.S., D.D.S., PC

Name: LESLIE I. DAVIS, B.D.S., D.D.S., PC — LESLIE I. DAVIS, B.D.S., D.D.S., P.C. RESTATED PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: LESLIE I. DAVIS, B.D.S., D.D.S., PC

Form 5500-SF

FILING_RECEIVED

LESLIE I. DAVIS, B.D.S., D.D.S., P.C. RESTATED PROFIT SHARING PLAN & TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

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 LESLIE I. DAVIS, B.D.S., D.D.S., PC.

Plan sponsor

Name

LESLIE I. DAVIS, B.D.S., D.D.S., PC

EIN

86-0514100

Address

13802 W. CAMINO DEL SOL, SUITE 103 · SUN CITY WEST, AZ · 853754486

Phone

(623) 584-0664

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

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

Related plans

Similar-size Offices of Dentists plans

DR. MINDY THOMPSON

DR. MINDY THOMPSON 401(K) PLAN

$3.0M · 7 participants

JOSEPH R. NICHOLS, D.D.S.

JOSEPH R. NICHOLS, D.D.S. RETIREMENT PLAN

$3.0M · 3 participants

LYNN K. PIERRI, DDS, MS PLLC

LYNN K. PIERRI, DDS, MS, PLLC PROFIT SHARING PLAN

$3.0M · 6 participants

SALOMON ISRAEL, D.D.S., PA

SALOMON ISRAEL, D.D.S., PA PROFIT SHARING PLAN

$3.0M · 5 participants

REGGIE H. BROOM, DMD, PA

REGGIE H. BROOM, DMD, PA 401K PLAN

$3.0M · 9 participants