· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BELMONT ENDODONTICS — BELMONT ENDODONTICS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251006074441NAL0003320049001
BELMONT ENDODONTICS
Form 5500-SF
FILING_RECEIVED
BELMONT ENDODONTICS 401(K) PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$650K
Net assets (EOY)
$650K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BELMONT ENDODONTICS
.
Find decision makers
Plan sponsor
Name
BELMONT ENDODONTICS
EIN
99-0792079
Address
1105 SPRUCE STREET SUITE 100 · BELMONT, NC · 28012
Phone
(704) 800-3398
Industry
Health Care & Social Assistance
see 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
2025-10-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
FOUNDATIONS DEVELOPMENTAL HOUSE
FDH RETIREMENT SAVINGS 401(K)
$650K · 65 participants
ASCEND MEDICAL STAFFING
ASCEND MED 401(K)
$650K · 8 participants
PRAIRIE EDUCATION & RESEARCH COOPERATIVE
PRAIRIE EDUCATION AND RESEARCH COOPERATIVE 403(B) TAX SHELTERED ANNUITY PLAN
$652K · 9 participants
SOUTHERN ENT SPECIALISTS LLC
SOUTHERN ENT SPECIALIST 401K PLAN
$649K · 14 participants
ADAPTIVE PROTHETIC AND ORTHOTIC TECHNOLOGIES, IN
ADAPTIVE PROTHETIC AND ORTHOTIC TECHNOLOGIES, IN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$649K · 2 participants
BROADWAY FAMILY MEDICINE, INC.
BROADWAY FAMILY MEDICINE, INC. 401(K) PLAN
$649K · 8 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
