Original filing (PDF)20250715094710NAL0002708560001

MARGARET A. CATES DMD, LLC

Name: MARGARET A. CATES DMD, LLC — MARGARET A. CATES DMD, LLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MARGARET A. CATES DMD, LLC

Form 5500-SF

FILING_RECEIVED

MARGARET A. CATES DMD, LLC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

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 MARGARET A. CATES DMD, LLC.

Plan sponsor

Name

MARGARET A. CATES DMD, LLC

EIN

93-4520135

Address

322 S. COIT STREET · FLORENCE, SC · 29501

Phone

(843) 662-8141

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

2025-07-15

Pension benefit codes

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

3B · Covers self-employed individuals

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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