Department of Labor filing

JOHN W. MARTIN, III, D.D.S., PLLC

JW MARTIN 401(K) PLAN · For the plan year ended Dec 31, 2025

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Public filing 2025 · received Jun 22, 2026Verified current terms Not available

Plan summary

What matters most

This plan has a documented employer contribution and immediate vesting. Reported employer contributions also rank above most comparable plans.

87Excellent plan health
high confidence
See what drives the plan health score
Employer contributions versus peers98/10030% of the full model
Lower reported administrative cost96/10020% of the full model
Active-participant trend50/10010% of the full model
Net-asset trend50/10010% of the full model
Reported compliance signals100/10010% of the full model
Filing completeness100/10010% of the full model

Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.

01 · Employer matchSee verified formula

ation goes up to 8 %.

02 · What it could be worthSee formula

The official filing does not support a reliable dollar example.

03 · VestingImmediate

awals, or loans may be made directly from the assets in the SDBA, unless the participant requests a lump sum distribution after termination of employment.

04 · Fees and expensesOfficial filing detail

stment contracts at contract value — 4,374,595 4,374,595 Receivables: Notes receivable from participants — 287,426 287,426 Total assets 8,282,816 47,150,336 55,433,152 Liabilities Administrative expenses payable — 5,494 5,494 Total liabilities — 5,494 5,494 Total net assets available for benefits $ 8,282,816 $ 47,144,842 $ 55,427,658 The accompanying notes are an integral part of these financial statements.

06 · Eligibility and waiting periodafter termination of employment

after termination of employment

08 · Roth 401(k)Available

r is Empower. Lockheed Martin is the Plan Sponsor and the Plan Administrator. Contributions The Plan allows eligible employees to make contributions on a before-tax, after-tax, or Roth 401(k) basis or in any combination. Each calendar year, eligible employees can contribute up to 40 % of the employee’s base salary, subject to regulatory limitations. If automatically enrolled, a participant’s contribution is set at 4 % of base salary in before-tax contributions. The Plan has an auto-escalation feature whereby contributions for those automatically enrolled are increased 1 % each calendar year up to 12 % unless changed by the participant. For participants hired prior to January 1, 2019, the auto enrollment was set at 3 % and the auto-escalation goes up to 8 %. The Plan permits catch-up contri

09 · Employer contribution vs. peers98th percentile

Up 0.0% over the filing history shown.

What still needs verification

investment choices, automatic enrollment. These items stay out of the summary until a dated source confirms them.

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. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.

Filing comparison · 202597out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions98th percentileTypical peer $1,906 · based on 56,903 comparable plans
Lower reported administrative expense96th 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, JOHN W. MARTIN, III, D.D.S., PLLC reported $82,675 in employer contributions across this plan, or $20,669 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating4

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeUp 0.0%

Change in employer contributions per active participant.

Plan costs over timeUp 0.0%

Change in reported administrative cost per participant. Fund expenses may be separate.

Peer comparison97/100

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
$82,675
$20,669 per active participant
Participant contributions
$66,690
Other contributions
Not reported
Amounts not classified as employer or participant contributions
Employer share of contributions
55.4%
Active participants
4
Small plan
Total participants
5
5 at the beginning of the year
Ending assets
$3,947,286
$789,457 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$3,344,069
Ending net assets
$3,947,286
Beginning liabilities
Not reported
Ending liabilities
Not reported
Total income
$632,226
Total expenses
$29,009
Administrative expenses
$9
$2 per active participant
Participant loans
Not reported
Not reported 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.

Employer money per active participant
2025
$20,669
Administrative cost per participant
2025
$2
Active participants
2025
4
Total plan assets
2025
$3,947,286
Participant loans as a share of assets
2025
Not reported
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025$20,66943.9M

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
Not reported
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
208050194-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Jan 1, 2007
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 codes2A2E2F2G2J2K2R2T3B3D

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.

11-K · report period Dec 31, 2025LOCKHEED MARTIN CORP — 11-K filed 2026-06-24
Official filing · details not yet checked
What it says about employer contributions

ation goes up to 8 %. The Plan permits catch-up contributions for participants turning age 50 or older by the end of the calendar year. Catch-up contributions are not eligible for Company matching contributions. The Corporation contributes a matching contribution equal to 50 % of the participant’s contribution up to the first 8 % (i.e., up to 4 %) of the participant’s base salary. Substantially all employer matching contributions to the Plan consist of the Corporation’s common stock invested in the ESOP Fund. In addition to employer matching contribution, the Corporation contributes an employer profit-sharing contribution of up to 6 % of an eligible employee’s weekly base salary ( 6 % company contribution is for employees in eligible business units only). With respect to Participants who a

What it says about vesting

awals, or loans may be made directly from the assets in the SDBA, unless the participant requests a lump sum distribution after termination of employment. Vesting Participants are immediately vested in all employee contributions, rollover contributions from other qualified plans, the Corporation's matching contributions and earnings (or losses) thereon. Participants who were employed with an original start date before January 1, 2025 are immediately vested in all prior and future employer profit-sharing contributions. For participants hired with an original start date on or after January 1, 2025, vesting in employer profit-sharing contributions occurs at a rate of 20 % for each year of service, with 100 % vesting after five years of service. Participants become fully vested in employer pro

What it says about automatic enrollment

n is extended by Lockheed Martin Corporation (Lockheed Martin or the Corporation), including employees in the U.S. and certain U.S. citizens working abroad. Eligible employees are automatically enrolled in the Plan when they are hired, unless they affirmatively decline to participate. The Plan includes an Employee Stock Ownership Plan (ESOP) feature. Cash dividends paid on Lockheed Martin common stock in both the ESOP Fund and the Lockheed Martin Stock Fund are automatically reinvested in those funds, unless the participant elects to receive the dividend directly as taxable income. The assets of the Plan, excluding receivables, are held and invested on a commingled basis in the Lockheed Martin Corporation Defined Contribution Plans Master Trust (the Master Trust) under an agreement between

What it says about fees

stment contracts at contract value — 4,374,595 4,374,595 Receivables: Notes receivable from participants — 287,426 287,426 Total assets 8,282,816 47,150,336 55,433,152 Liabilities Administrative expenses payable — 5,494 5,494 Total liabilities — 5,494 5,494 Total net assets available for benefits $ 8,282,816 $ 47,144,842 $ 55,427,658 The accompanying notes are an integral part of these financial statements. 2 Table of Contents Lockheed Martin Corporation Salaried Savings Plan Statement of Net Assets Available for Benefits December 31, 2024 (in thousands) ESOP Fund Participant- Directed Investments Total Assets Interest in Lockheed Martin Corporation Defined Contribution Plans Master Trust: Investments at fair value $ 8,743,821 $ 37,955,480 $ 46,699,301 Investments in fully benefit-responsi

Current plan terms

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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_ID20260622072554NAL0009599202001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗