Original filing (PDF)20250930191440NAL0016874995001

LAURIE E. SHEPHERD, D.D.S., INC.

Name: LAURIE E. SHEPHERD, D.D.S., INC. — LAURIE E. SHEPHERD, D.D.S., INC. PROFIT SHARING 401K PLAN, Form 5500 (2024)
Creator: LAURIE E. SHEPHERD, D.D.S., INC.

Form 5500-SF

FILING_RECEIVED

LAURIE E. SHEPHERD, D.D.S., INC. PROFIT SHARING 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.8M

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 LAURIE E. SHEPHERD, D.D.S., INC..

Plan sponsor

Name

LAURIE E. SHEPHERD, D.D.S., INC.

EIN

93-2333652

Address

2087 MOUNTAIN BOULEVARD, SUITE B · OAKLAND, CA · 946112815

Phone

(510) 339-1045

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

2025-09-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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

PAMELA G MCCALISTER, DDS

PAMELA G MCCALISTER, DDS PROFIT SHARING PLAN

$2.9M · 2 participants

ERIC T. RYSNER, DDS

ERIC T. RYSNER, DDS 401(K) PLAN

$2.9M · 10 participants

KERRVILLE OMS, PLLC

KERRVILLE OMS, PLLC CASH BALANCE PLAN

$2.9M · 2 participants

THAMES FAMILY DENTISTRY - COLLIERVILLE, PLLC

THAMES FAMILY DENTISTRY RETIREMENT PLAN & TRUST

$2.9M · 11 participants

MIDDLETOWN FAMILY DENTISTRY, P.C.

MIDDLETOWN FAMILY DENTISTRY 401(K) PROFIT SHARING PLAN