How big is David W Maxwell DMD PL's plan?

David W Maxwell DMD PL's plan reported $543K in assets and 8 participants for 2024.

Original filing (PDF)20250711100200NAL0004155875001

David W Maxwell DMD PL

Name: David W Maxwell DMD PL — David W Maxwell DMD PL, Form 5500 (2024)
Creator: David W Maxwell DMD PL
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David W Maxwell DMD PL 401(k) Plan

401(k) retirement plan · David W Maxwell DMD PL's David W Maxwell DMD PL 401(k) Plan held $543K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$543K

Net assets (EOY)

$543K

People on this filing

LORI Maxwell signed David W Maxwell DMD PL's 2024 Form 5500 as plan administrator.

LORI Maxwell — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

David W Maxwell DMD PL's EIN is 04-3721044.

EIN 04-3721044

Plan number 001

Plan year 2024

ACK ID 20250711100200NAL0004155875001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David W Maxwell DMD PL from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David W Maxwell DMD PL's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID W MAXWELL DMD PL.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score