Original filing (PDF)20250703104636NAL0001125362001

KEVEN P JACKSON DDS

Name: KEVEN P JACKSON DDS — KEVEN P JACKSON DDS 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: KEVEN P JACKSON DDS

Form 5500-SF

FILING_RECEIVED

KEVEN P JACKSON DDS 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$246K

Net assets (EOY)

$246K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEVEN P JACKSON DDS.

Plan sponsor

Name

KEVEN P JACKSON DDS

EIN

11-3311515all filings

Address

22516 LINDEN BLVD · CAMBRIA HEIGHTS, NY · 114111727

Phone

(718) 978-0226

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2025-07-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

SENECA ORTHODONTICS, LLC

SENECA ORTHODONTICS, LLC 401K PLAN

$246K · 5 participants

OWENS FAMILY DENTISTRY LLC

OWENS FAMILY DENTISTRY 401(K)

$246K · 3 participants

DES MOINES RIVER DENTAL, LLC

DES MOINES RIVER DENTAL, LLC 401(K) PROFIT SHARING PLAN

$245K · 5 participants

CHRISTOPHER V SHAMLIAN DDS, INC

CHRISTOPHER V SHAMLIAN DDS 401(K) PLAN

$245K · 8 participants

DANIEL E. NIEMANN DDS DENTAL CORPORATION

FLINTRIDGE & HUNTINGTON ORAL SURGERY RETIREMENT PLAN & TRUST

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.