Original filing (PDF)20250619104411NAL0007647666001

GREGORY A WILLIAMS DMD PC

Name: GREGORY A WILLIAMS DMD PC — GREGORY A WILLIAMS DMD PC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: GREGORY A WILLIAMS DMD PC

Form 5500-SF

FILING_RECEIVED

GREGORY A WILLIAMS DMD PC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 GREGORY A WILLIAMS DMD PC.

Plan sponsor

Name

GREGORY A WILLIAMS DMD PC

EIN

93-1249231

Address

11820 SW KING JAMES PL STE 40 · PORTLAND, OR · 97224

Phone

(503) 620-2020

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

2025-06-19

Pension benefit codes

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)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

BLACKBURN ORTHODONTICS LLC

BLACKBURN ORTHODONTICS LLC 401(K) PROFIT SHARING PLAN

$1.1M · 10 participants

DR. CHRISTOPHER J. BRECKE, DDS

DR. CHRISTOPHER J. BRECKE, DDS 401(K) PLAN

$1.1M · 8 participants

JEFF LEECH, DDS, PLLC

MURFREESBORO FAMILY DENTISTRY RETIREMENT PLAN & TRUST

$1.1M · 11 participants

CAMPTON SQUARE ORAL SURGERY, P.C.

CAMPTON SQUARE ORAL SURGERY, P.C. 401(K) PLAN AND TRUST

$1.1M · 6 participants

PRECISION DENTAL CENTER PC