Original filing (PDF)20250528162424NAL0006735201001

W. WAYNE NEWELL, DDS

Name: W. WAYNE NEWELL, DDS — W. WAYNE NEWELL, DDS, PLLC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: W. WAYNE NEWELL, DDS

Form 5500-SF

FILING_RECEIVED

W. WAYNE NEWELL, DDS, PLLC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 W. WAYNE NEWELL, DDS.

Plan sponsor

Name

W. WAYNE NEWELL, DDS

EIN

90-0585848

Address

4550 POST OAK PLACE DRIVE · SUITE 345 · HOUSTON, TX · 77027

Phone

(713) 622-4485

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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