A current plan document is needed to verify the formula.
Department of Labor filing
Spot something wrong?CALLAN D WHITE DDS PLLC
CALLAN D WHITE DDS PLLC 401(K) PROFIT SHARING PLAN & TRUST · For the plan year ended Dec 31, 2025
Public filing 2025 · received Jul 22, 2026Verified current terms Not available
Plan summary
The numbers that matter first
On the filing measures we can compare, this plan looks broadly typical among similar plans.
52filing comparison
out of 100
out of 100
$2,734 was reported per active participant, but this is not a match limit.
A dated plan document is needed.
Plan-paid administrative cost per participant; fund and employee fees may be separate.
The public filing does not provide a current, complete fund menu.
A current plan document is needed.
The selected official filing does not establish a current default rate.
The reviewed official source does not establish current Roth availability.
Up 0.0% over the filing history shown.
Participation up 0.0% · assets up 0.0% · loans 1.4% of assets
What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.
Keep in mind: public filings do not show employee investment returns. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.
Filing comparison · 202552out of 100 among similar-size plans in the same industry when enough peers exist
How this filing compares
Reported employer contributions65th percentileTypical peer $1,906 · based on 56,903 comparable plans
Lower reported administrative expense22nd percentileTypical peer $71 · based on 50,652 comparable plans
This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.
Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.
The short version
What employees should know
For the year ended Dec 31, 2025, CALLAN D WHITE DDS PLLC reported $43,737 in employer contributions across this plan, or $2,734 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.
Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.
Change in employer contributions per active participant.
Change in reported administrative cost per participant. Fund expenses may be separate.
Compared with similarly sized plans in the same industry.
What this public record cannot answer
For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.
Money and scale
Contributions, assets, and expenses
These are plan-wide totals. They are not individual account balances.
- Employer contributions
- $43,737 $2,734 per active participant
- Participant contributions
- $113,057
- Other contributions
- $0 Amounts not classified as employer or participant contributions
- Employer share of contributions
- 27.9%
- Active participants
- 16 Small plan
- Total participants
- 24 22 at the beginning of the year
- Ending assets
- $1,498,071 $62,420 per participant
- Net-asset change
- Up 0.0% Not the same as investment performance
- Beginning net assets
- $1,139,717
- Ending net assets
- $1,498,071
- Beginning liabilities
- $0
- Ending liabilities
- $0
- Total income
- $370,572
- Total expenses
- $12,218
- Administrative expenses
- $12,218 $509 per active participant
- Participant loans
- $21,596 1.4% of plan assets
Three-year filing history
How the reported figures changed
Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.
2025
$2,734
2025
$509
2025
16
2025
$1,498,071
2025
1.4%
| Plan year | Employer money per active participant | Active participants | Plan assets |
|---|---|---|---|
| 2025 | $2,734 | 16 | 1.5M |
Changes in plan assets are not the same as investment performance.
Plan health
Operational signals worth checking
- Participant loans as a share of plan assets
- 1.4%
- Independent accountant’s opinion
- Not stated in the filing
- Late participant contributions reported
- Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
- Loan defaults reported
- Not reported
- Lease defaults reported
- Not reportedOnly a small number of filings report these events.
- Nonexempt transactions reported
- Not reported
- Public plan identifier
- 273555364-001
Reported plan details
Identity and filing status
- Plan type
- Retirement plan
- Employer arrangement
- 1
- Plan effective date
- Jul 1, 2015
- Industry
- Health care and social assistance
- Amended filing
- No
- Final filing for this plan
- No
- Short plan year
- No
- 401(k) feature reported
- Yes
Show DOL characteristic codes
2E2F2J2S2T3D3H2K2G
Company filings
What the company has told the SEC about this plan
We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.
10-K · report period Dec 31, 2025CALLAN JMB INC. — 10-K filed 2026-03-31 ↗
Official filing · details not yet checkedWhat it says about vesting
o incurred $ 188,832 of offering costs. In connection with previously granted RSUs under the 2025 Equity Incentive Plan, on December 31, 2025, holders of total of 75,000 RSUs have fully vested, resulting in the issuance of 75,000 shares of common stock. The RSUs had been originally granted in February 2025 and were subject to vesting conditions. The shares issued upon vesting as restricted securities. As of December 31, 2025, the Company had the following equity awards outstanding: RSUs: 75,000 vested RSUs for the year ended December 31, 2025 in total out of the total 75,000 . Performance based RSUs: 225,000 and market based RSUs: 250,000 . Stock Options: 1,187,500 options outstanding under the Option 2035/02/05 plans. Underwriter Warrants: 72,179 warrants issued in February 2025 with a 5
What it says about fees
evenue $ 5,723,178 $ 6,563,412 $ (840,234 ) -13 % Cost of Revenue 3,618,637 4,000,149 (381,512 ) -10 % Gross Profit $ 2,104,541 $ 2,563,263 $ (458,722 ) -17 % Selling, General and administrative expenses 8,597,032 4,838,077 3,758,955 77 % Impairment loss on property and equipment 542,088 - $ 542,088 100 % Income (loss) from operations $ (7,034,579 ) $ (2,274,814 ) $ (4,759,765 ) 209 % Other income (expense) (934,752 ) 6,532 (941,284 ) 100 % Income (loss) before income taxes $ (7,969,331 ) $ (2,268,282 ) $ (5,701,049 ) 251 % Provision for income taxes (2,965 ) 25,366 (28,331 ) 100 % Net income (loss) $ (7,966,366 ) $ (2,293,648 ) $ (5,672,718 ) 247 % Revenue Revenue for the year ended December 31, 2025, was $5,723,178 as compared to $6,563,412 for the year ended December 31, 2024, a decreas
Current plan terms
Help fill the gap the filing leaves.
If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.
Filing evidence
Open the selected public records
We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.
Filing ACK_ID20260722143021NAL0018950642001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗