Original filing (PDF)20250430093450NAL0003521010001

COREY S. CARTER DMD, PLLC

Name: COREY S. CARTER DMD, PLLC — COREY S. CARTER DMD, PLLC CBS BENEFIT PLAN, Form 5500 (2024)
Creator: COREY S. CARTER DMD, PLLC

Form 5500-SF

FILING_RECEIVED

COREY S. CARTER DMD, PLLC CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$665

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

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 COREY S. CARTER DMD, PLLC.

Plan sponsor

Name

COREY S. CARTER DMD, PLLC

EIN

86-2514429all filings

Address

415 N LAKE DRIVE · STE 201 · PRESTONSBURG, KY · 41653

Phone

(606) 886-4260

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-06-01

Tax period

2024-09-30

Filed

2025-04-30

Welfare benefit codes

4A · Health (other than dental or vision)

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

TEQUILA SUNRISE BROOMFIELD PLLC

TEQUILA SUNRISE BROOMFIELD 401(K) PLAN

$3K · 3 participants

STRUCKHOFF AND BRITT ORTHODONTICS

STRUCKHOFF AND BRITT ORTHODONTICS CBS BENEFIT PLAN

$3K · 7 participants

PHILLINE PARRENO DDS DENTAL CO

PHILLINE PARRENO DDS DENTAL CO 401(K) PROFIT SHARING PLAN & TRUST

$3K · 12 participants

ASYKIA AESTHETIC DENTAL ARTS

$3K · 2 participants

KANSAS CITY FACIAL AND ORAL SURGERY

KANSAS CITY FACIAL AND ORAL SURGERY MCF BENEFIT PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.