Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAMES M. SHEPLER, III, DDS, INC.
EIN 36-4483303Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$7.2M assets
Welfare
1
Participants
83
1950 SOUTH SMITHVILLE ROAD - KETTERING, OH 45420937-253-9115
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $7.2M assets / 78 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VAN BUREN DENTAL 401(K) PROFIT SHARING PLAN
401k
Assets$3.7M
Participants43
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
VAN BUREN DENTAL 401(K) PROFIT SHARING PLAN
401k
Assets$3.4M
Participants35
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
JAMES M SHEPLER III SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VAN BUREN DENTAL 401(K) PROFIT SHARING PLAN | 401k | $3.7M | 43 | 2024 | |
| 002 | VAN BUREN DENTAL 401(K) PROFIT SHARING PLAN | 401k | $3.4M | 35 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JAMES M SHEPLER III SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans